Magnus 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
Q2 | $2.87M | Buy |
17,329
+543
| +3% | +$101K | 0.2% | 85 |
|
|
2026
Q1 | $3.47M | Sell |
16,786
-231
| -1% | -$42.1K | 0.28% | 68 |
|
|
2025
Q4 | $2.59M | Sell |
17,017
-1,125
| -6% | -$171K | 0.2% | 93 |
|
|
2025
Q3 | $2.82M | Buy |
18,142
+612
| +3% | +$94.8K | 0.22% | 88 |
|
|
2025
Q2 | $2.51M | Sell |
17,530
-4,222
| -19% | -$595K | 0.22% | 89 |
|
|
2025
Q1 | $3.64M | Buy |
21,752
+474
| +2% | +$74.2K | 0.35% | 63 |
|
|
2024
Q4 | $3.08M | Sell |
21,278
-685
| -3% | -$105K | 0.3% | 68 |
|
|
2024
Q3 | $3.23M | Buy |
21,963
+7,288
| +50% | +$1.08M | 0.33% | 61 |
|
|
2024
Q2 | $2.3M | Buy |
14,675
+265
| +2% | +$42.3K | 0.26% | 74 |
|
|
2024
Q1 | $2.27M | Buy |
14,410
+716
| +5% | +$108K | 0.27% | 74 |
|
|
2023
Q4 | $2.04M | Buy |
13,694
+325
| +2% | +$49.2K | 0.27% | 67 |
|
|
2023
Q3 | $2.25M | Buy |
13,369
+362
| +3% | +$58.5K | 0.33% | 53 |
|
|
2023
Q2 | $2.05M | Buy |
13,007
+132
| +1% | +$21.2K | 0.29% | 62 |
|
|
2023
Q1 | $2.1M | Buy |
12,875
+695
| +6% | +$117K | 0.32% | 58 |
|
|
2022
Q4 | $2.19M | Buy |
12,180
+202
| +2% | +$35.3K | 0.36% | 56 |
|
|
2022
Q3 | $1.72M | Buy |
11,978
+93
| +0.8% | +$14.2K | 0.33% | 58 |
|
|
2022
Q2 | $1.72M | Buy |
11,885
+149
| +1% | +$24.6K | 0.32% | 58 |
|
|
2022
Q1 | $1.91M | Buy |
11,736
+763
| +7% | +$109K | 0.32% | 62 |
|
|
2021
Q4 | $1.29M | Buy |
10,973
+1,957
| +22% | +$222K | 0.24% | 73 |
|
|
2021
Q3 | $915K | Buy |
9,016
+212
| +2% | +$21.1K | 0.19% | 75 |
|
|
2021
Q2 | $922K | Buy |
8,804
+246
| +3% | +$26K | 0.2% | 78 |
|
|
2021
Q1 | $897K | Sell |
8,558
-9,985
| -54% | -$975K | 0.22% | 65 |
|
|
2020
Q4 | $1.57M | Buy |
18,543
+1,893
| +11% | +$153K | 0.16% | 54 |
|
|
2020
Q3 | $1.2M | Sell |
16,650
-726
| -4% | -$61.1K | 0.14% | 59 |
|
|
2020
Q2 | $1.55M | Sell |
17,376
-749
| -4% | -$67.1K | 0.17% | 50 |
|
|
2020
Q1 | $1.31M | Buy |
18,125
+2,359
| +15% | +$233K | 0.18% | 57 |
|
|
2019
Q4 | $1.9M | Sell |
15,766
-16
| -0.1% | -$1.89K | 0.27% | 48 |
|
|
2019
Q3 | $1.87M | Buy |
15,782
+546
| +4% | +$66.3K | 0.35% | 37 |
|
|
2019
Q2 | $1.9M | Buy |
15,236
+230
| +2% | +$27.8K | 0.37% | 35 |
|
|
2019
Q1 | $1.85M | Buy |
15,006
+289
| +2% | +$34.2K | 0.38% | 31 |
|
|
2018
Q4 | $1.6M | Buy |
+14,717
| New | +$1.7M | 0.43% | 29 |
|
Other funds holding CVX
Magnus Financial Group's CVX Position: Q2 2026 in Review
Magnus Financial Group increased its Chevron (CVX) stake by 3.2% in Q2 2026, buying an estimated $101K and bringing the position to 17,329 shares worth $2.87M. The position accounts for 0.2% of the portfolio, ranked #85.
Magnus Financial Group first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.64M in Q1 2025. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Magnus Financial Group held 17,329 shares of Chevron worth $2.87M as of Q2 2026.
- Magnus Financial Group bought 543 Chevron shares in Q2 2026, an estimated $101K.
- Chevron made up 0.2% of Magnus Financial Group's portfolio in Q2 2026, its #85 holding.
- Magnus Financial Group first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
- Magnus Financial Group's Chevron position peaked at $3.64M in Q1 2025.
- 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.