MFG
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Magnus Financial Group’s Chevron CVX Stock Holding History

Magnus 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 		$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

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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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. 1,415 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.
  • 1,415 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.