HFS
CVX icon

Howard Financial Services’s Chevron CVX Stock Holding History

Howard Financial Services’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$933K Buy
5,626
+461
+9% +$85.8K 0.09% 98
2026
Q1 		$1.07M Buy
5,165
+785
+18% +$143K 0.12% 75
2025
Q4 		$668K Sell
4,380
-380
-8% -$57.9K 0.08% 94
2025
Q3 		$739K Buy
4,760
+426
+10% +$66K 0.09% 82
2025
Q2 		$621K Sell
4,334
-590
-12% -$83.2K 0.08% 87
2025
Q1 		$824K Buy
4,924
+512
+12% +$80.2K 0.11% 72
2024
Q4 		$639K Buy
4,412
+1,022
+30% +$156K 0.09% 90
2024
Q3 		$499K Buy
3,390
+15
+0.4% +$2.23K 0.07% 90
2024
Q2 		$528K Buy
3,375
+56
+2% +$8.93K 0.09% 82
2024
Q1 		$523K Buy
3,319
+1
+0% +$151 0.09% 82
2023
Q4 		$495K Buy
3,318
+177
+6% +$26.8K 0.1% 80
2023
Q3 		$530K Buy
3,141
+354
+13% +$57.2K 0.12% 72
2023
Q2 		$439K Buy
2,787
+137
+5% +$22K 0.1% 78
2023
Q1 		$432K Buy
2,650
+96
+4% +$16.1K 0.11% 78
2022
Q4 		$458K Sell
2,554
-299
-10% -$52.2K 0.12% 78
2022
Q3 		$410K Buy
2,853
+254
+10% +$38.7K 0.13% 73
2022
Q2 		$376K Buy
2,599
+252
+11% +$41.7K 0.13% 75
2022
Q1 		$382K Sell
2,347
-11
-0.5% -$1.58K 0.11% 80
2021
Q4 		$277K Buy
2,358
+11
+0.5% +$1.25K 0.08% 98
2021
Q3 		$238K Sell
2,347
-604
-20% -$60.2K 0.09% 105
2021
Q2 		$309K Buy
2,951
+11
+0.4% +$1.16K 0.12% 88
2021
Q1 		$308K Buy
2,940
+90
+3% +$8.79K 0.14% 91
2020
Q4 		$241K Sell
2,850
-83
-3% -$6.72K 0.13% 94
2020
Q3 		$211K Buy
2,933
+56
+2% +$4.71K 0.14% 83
2020
Q2 		$257K Buy
+2,877
New +$258K 0.18% 68
2020
Q1 		– Sell
-10,698
Closed -$1.29M – 108
2019
Q4 		$1.29M Buy
10,698
+3
+0% +$353 0.79% 24
2019
Q3 		$1.27M Buy
10,695
+3
+0% +$364 0.84% 26
2019
Q2 		$1.33M Buy
10,692
+12
+0.1% +$1.45K 0.91% 24
2019
Q1 		$1.32M Buy
10,680
+383
+4% +$45.3K 0.93% 24
2018
Q4 		$1.12M Buy
+10,297
New +$1.19M 0.86% 24

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Howard Financial Services's CVX Position: Q2 2026 in Review

Howard Financial Services increased its Chevron (CVX) stake by 8.9% in Q2 2026, buying an estimated $85.8K and bringing the position to 5,626 shares worth $933K. The position accounts for 0.09% of the portfolio, ranked #98.

Howard Financial Services first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.33M in Q2 2019. 1,564 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Howard Financial Services held 5,626 shares of Chevron worth $933K as of Q2 2026.
  • Howard Financial Services bought 461 Chevron shares in Q2 2026, an estimated $85.8K.
  • Chevron made up 0.09% of Howard Financial Services's portfolio in Q2 2026, its #98 holding.
  • Howard Financial Services first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Howard Financial Services's Chevron position peaked at $1.33M in Q2 2019.
  • 1,564 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.