Larson Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.43M | Buy |
26,241
+128
| +0.5% | +$23.3K | 0.17% | 106 |
|
|
2025
Q4 | $3.98M | Buy |
26,113
+4,959
| +23% | +$755K | 0.13% | 143 |
|
|
2025
Q3 | $3.29M | Sell |
21,154
-456
| -2% | -$70.6K | 0.11% | 162 |
|
|
2025
Q2 | $3.09M | Sell |
21,610
-1,113
| -5% | -$157K | 0.12% | 156 |
|
|
2025
Q1 | $3.8M | Buy |
22,723
+289
| +1% | +$45.2K | 0.18% | 108 |
|
|
2024
Q4 | $3.25M | Buy |
22,434
+6,055
| +37% | +$927K | 0.17% | 109 |
|
|
2024
Q3 | $2.41M | Buy |
16,379
+7,908
| +93% | +$1.18M | 0.14% | 137 |
|
|
2024
Q2 | $1.33M | Buy |
8,471
+3,053
| +56% | +$487K | 0.09% | 174 |
|
|
2024
Q1 | $855K | Buy |
5,418
+527
| +11% | +$79.5K | 0.07% | 178 |
|
|
2023
Q4 | $730K | Buy |
4,891
+585
| +14% | +$88.5K | 0.06% | 179 |
|
|
2023
Q3 | $726K | Sell |
4,306
-690
| -14% | -$111K | 0.07% | 172 |
|
|
2023
Q2 | $786K | Sell |
4,996
-664
| -12% | -$106K | 0.08% | 168 |
|
|
2023
Q1 | $923K | Buy |
5,660
+967
| +21% | +$162K | 0.1% | 157 |
|
|
2022
Q4 | $842K | Sell |
4,693
-685
| -13% | -$120K | 0.1% | 157 |
|
|
2022
Q3 | $773K | Buy |
5,378
+293
| +6% | +$44.7K | 0.11% | 144 |
|
|
2022
Q2 | $736K | Buy |
5,085
+609
| +14% | +$101K | 0.13% | 80 |
|
|
2022
Q1 | $729K | Buy |
4,476
+13
| +0.3% | +$1.86K | 0.12% | 87 |
|
|
2021
Q4 | $524K | Buy |
4,463
+3,084
| +224% | +$350K | 0.08% | 106 |
|
|
2021
Q3 | $140K | Buy |
1,379
+191
| +16% | +$19.1K | 0.03% | 177 |
|
|
2021
Q2 | $124K | Buy |
1,188
+58
| +5% | +$6.12K | 0.03% | 166 |
|
|
2021
Q1 | $118K | Sell |
1,130
-99
| -8% | -$9.67K | 0.03% | 157 |
|
|
2020
Q4 | $104K | Sell |
1,229
-457
| -27% | -$37K | 0.04% | 136 |
|
|
2020
Q3 | $121K | Sell |
1,686
-134
| -7% | -$11.3K | 0.05% | 114 |
|
|
2020
Q2 | $162K | Buy |
1,820
+88
| +5% | +$7.88K | 0.08% | 111 |
|
|
2020
Q1 | $125K | Buy |
1,732
+156
| +10% | +$15.4K | 0.08% | 97 |
|
|
2019
Q4 | $190K | Sell |
1,576
-217
| -12% | -$25.6K | 0.11% | 79 |
|
|
2019
Q3 | $213K | Buy |
1,793
+117
| +7% | +$14.2K | 0.14% | 72 |
|
|
2019
Q2 | $209K | Buy |
1,676
+203
| +14% | +$24.5K | 0.16% | 59 |
|
|
2019
Q1 | $181K | Buy |
1,473
+8
| +0.5% | +$946 | 0.14% | 59 |
|
|
2018
Q4 | $159K | Sell |
1,465
-184
| -11% | -$21.3K | 0.15% | 59 |
|
|
2018
Q3 | $202K | Buy |
1,649
+10
| +0.6% | +$1.21K | 0.23% | 48 |
|
|
2018
Q2 | $207K | Buy |
+1,639
| New | +$203K | 0.24% | 46 |
|
|
2018
Q1 | – | Sell |
-1,942
| Closed | -$243K | – | 48 |
|
|
2017
Q4 | $243K | Buy |
+1,942
| New | +$230K | 0.2% | 62 |
|
Other funds holding CVX
VCM
VPM
Larson Financial Group's CVX Position: Q1 2026 in Review
Larson Financial Group increased its Chevron (CVX) stake by 0.49% in Q1 2026, buying an estimated $23.3K and bringing the position to 26,241 shares worth $5.43M. The position accounts for 0.17% of the portfolio, ranked #106.
Larson Financial Group first reported a position in CVX in Q4 2017 and has held it in 33 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Larson Financial Group held 26,241 shares of Chevron worth $5.43M as of Q1 2026.
- Larson Financial Group bought 128 Chevron shares in Q1 2026, an estimated $23.3K.
- Chevron made up 0.17% of Larson Financial Group's portfolio in Q1 2026, its #106 holding.
- Larson Financial Group first reported a position in Chevron in Q4 2017 and has held it in 33 quarters since.
- 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.