Larson Financial Group’s Chevron CVX Stock Holding History

Larson 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
2024 Q4	–	Sell	-3,000	Closed	-$43.7K	–	2805
2024 Q3	$43.7K	Buy	+3,000	New	+$447K	﹤0.01%	949

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Larson Financial Group increased its Chevron (CVX) stake by 27% in Q2 2026, buying an estimated $1.3M and bringing the position to 33,204 shares worth $5.5M. The position accounts for 0.14% of the portfolio, ranked #113.

Larson Financial Group first reported a position in CVX in Q4 2017 and has held it in 34 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Larson Financial Group held 33,204 shares of Chevron worth $5.5M as of Q2 2026.
Larson Financial Group bought 6,963 Chevron shares in Q2 2026, an estimated $1.3M.
Chevron made up 0.14% of Larson Financial Group's portfolio in Q2 2026, its #113 holding.
Larson Financial Group first reported a position in Chevron in Q4 2017 and has held it in 34 quarters since.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.