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Independent Financial Group’s Chevron CVX Stock Holding History

Independent Financial Group’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 		$6.45M Sell
38,901
-7,662
-16% -$1.43M 0.12% 164
2026
Q1 		$9.63M Buy
46,563
+16,193
+53% +$2.95M 0.22% 92
2025
Q4 		$4.63M Buy
30,370
+1,195
+4% +$182K 0.1% 185
2025
Q3 		$4.53M Buy
29,175
+290
+1% +$44.9K 0.11% 174
2025
Q2 		$4.14M Sell
28,885
-4,189
-13% -$591K 0.11% 171
2025
Q1 		$5.53M Buy
33,074
+7,867
+31% +$1.23M 0.19% 103
2024
Q4 		$3.65M Sell
25,207
-1,010
-4% -$155K 0.12% 160
2024
Q3 		$3.86M Sell
26,217
-4,330
-14% -$644K 0.14% 135
2024
Q2 		$4.78M Buy
30,547
+2,293
+8% +$366K 0.19% 105
2024
Q1 		$4.46M Sell
28,254
-726
-3% -$110K 0.2% 104
2023
Q4 		$4.32M Sell
28,980
-1,559
-5% -$236K 0.23% 102
2023
Q3 		$5.15M Buy
30,539
+5,047
+20% +$815K 0.34% 55
2023
Q2 		$4.01M Buy
25,492
+1,264
+5% +$203K 0.28% 74
2023
Q1 		$3.95M Buy
24,228
+2,405
+11% +$403K 0.32% 65
2022
Q4 		$3.92M Buy
21,823
+1,501
+7% +$262K 0.34% 53
2022
Q3 		$2.92M Buy
20,322
+5,130
+34% +$782K 0.26% 68
2022
Q2 		$2.2M Sell
15,192
-2,237
-13% -$370K 0.24% 96
2022
Q1 		$2.84M Sell
17,429
-3,138
-15% -$450K 0.23% 88
2021
Q4 		$2.41M Sell
20,567
-937
-4% -$106K 0.2% 109
2021
Q3 		$2.18M Sell
21,504
-1,036
-5% -$103K 0.22% 99
2021
Q2 		$2.36M Sell
22,540
-2,416
-10% -$255K 0.25% 91
2021
Q1 		$2.62M Buy
24,956
+16,921
+211% +$1.65M 0.34% 65
2020
Q4 		$679K Buy
8,035
+491
+7% +$39.8K 0.1% 233
2020
Q3 		$543K Sell
7,544
-2,921
-28% -$246K 0.1% 217
2020
Q2 		$934K Buy
10,465
+2,428
+30% +$217K 0.21% 124
2020
Q1 		$582K Buy
+8,037
New +$794K 0.17% 153

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Financial Group's CVX Position: Q2 2026 in Review

Independent Financial Group reduced its Chevron (CVX) stake by 16% in Q2 2026, selling an estimated $1.43M and leaving 38,901 shares worth $6.45M. The position accounts for 0.12% of the portfolio, ranked #164.

Independent Financial Group first reported a position in CVX in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.63M in Q1 2026. 3,958 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Independent Financial Group held 38,901 shares of Chevron worth $6.45M as of Q2 2026.
  • Independent Financial Group sold 7,662 Chevron shares in Q2 2026, an estimated $1.43M.
  • Chevron made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #164 holding.
  • Independent Financial Group first reported a position in Chevron in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Chevron position peaked at $9.63M in Q1 2026.
  • 3,958 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.