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Nations Financial Group’s Chevron CVX Stock Holding History

Nations 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 		$9.17M Sell
55,320
-13,272
-19% -$2.47M 0.44% 50
2026
Q1 		$14.2M Buy
68,592
+25,710
+60% +$4.69M 0.73% 23
2025
Q4 		$6.54M Buy
42,882
+11,120
+35% +$1.69M 0.34% 68
2025
Q3 		$4.93M Sell
31,762
-150
-0.5% -$23.2K 0.31% 78
2025
Q2 		$4.57M Sell
31,912
-297
-0.9% -$41.9K 0.31% 74
2025
Q1 		$5.39M Sell
32,209
-5,011
-13% -$784K 0.41% 55
2024
Q4 		$5.39M Buy
37,220
+437
+1% +$66.9K 0.39% 60
2024
Q3 		$5.42M Buy
36,783
+3,204
+10% +$477K 0.39% 57
2024
Q2 		$5.25M Buy
33,579
+1,397
+4% +$223K 0.43% 49
2024
Q1 		$5.08M Buy
32,182
+1,086
+3% +$164K 0.43% 51
2023
Q4 		$4.64M Buy
31,096
+1,500
+5% +$227K 0.43% 52
2023
Q3 		$4.99M Buy
29,596
+1,723
+6% +$278K 0.5% 36
2023
Q2 		$4.39M Sell
27,873
-789
-3% -$126K 0.43% 43
2023
Q1 		$4.68M Sell
28,662
-16,109
-36% -$2.7M 0.49% 37
2022
Q4 		$8.04M Buy
44,771
+22,847
+104% +$3.99M 0.9% 15
2022
Q3 		$3.15M Buy
21,924
+9,913
+83% +$1.51M 0.46% 46
2022
Q2 		$1.74M Buy
12,011
+361
+3% +$59.7K 0.23% 113
2022
Q1 		$1.9M Buy
11,650
+3,286
+39% +$471K 0.23% 108
2021
Q4 		$982K Buy
8,364
+3,053
+57% +$347K 0.13% 174
2021
Q3 		$539K Sell
5,311
-88
-2% -$8.78K 0.08% 254
2021
Q2 		$566K Buy
5,399
+466
+9% +$49.2K 0.09% 238
2021
Q1 		$517K Buy
4,933
+730
+17% +$71.3K 0.12% 216
2020
Q4 		$355K Buy
4,203
+33
+0.8% +$2.67K 0.09% 238
2020
Q3 		$300K Buy
4,170
+375
+10% +$31.5K 0.09% 229
2020
Q2 		$339K Buy
3,795
+179
+5% +$16K 0.12% 199
2020
Q1 		$262K Sell
3,616
-8,923
-71% -$882K 0.11% 210
2019
Q4 		$1.51M Buy
12,539
+224
+2% +$26.4K 0.52% 42
2019
Q3 		$1.43M Buy
12,315
+9,047
+277% +$1.1M 0.51% 40
2019
Q2 		$407K Sell
3,268
-916
-22% -$111K 0.27% 105
2019
Q1 		$515K Buy
4,184
+5
+0.1% +$592 0.35% 79
2018
Q4 		$455K Buy
4,179
+31
+0.7% +$3.59K 0.36% 79
2018
Q3 		$507K Buy
4,148
+5
+0.1% +$607 0.36% 76
2018
Q2 		$524K Buy
4,143
+29
+0.7% +$3.6K 0.44% 68
2018
Q1 		$469K Buy
4,114
+36
+0.9% +$4.3K 0.43% 69
2017
Q4 		$510K Buy
4,078
+4
+0.1% +$474 0.47% 66
2017
Q3 		$479K Sell
4,074
-2,137
-34% -$233K 0.47% 66
2017
Q2 		$654K Buy
6,211
+342
+6% +$36.2K 0.54% 53
2017
Q1 		$630K Sell
5,869
-147
-2% -$16.5K 0.61% 47
2016
Q4 		$708K Sell
6,016
-111
-2% -$12.1K 0.76% 40
2016
Q3 		$631K Sell
6,127
-2,125
-26% -$217K 0.62% 50
2016
Q2 		$865K Buy
8,252
+2,265
+38% +$228K 0.91% 32
2016
Q1 		$571K Buy
5,987
+2,227
+59% +$195K 0.66% 52
2015
Q4 		$338K Buy
+3,760
New +$339K 0.44% 76

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Nations Financial Group reduced its Chevron (CVX) stake by 19% in Q2 2026, selling an estimated $2.47M and leaving 55,320 shares worth $9.17M. The position accounts for 0.44% of the portfolio, ranked #50.

Nations Financial Group first reported a position in CVX in Q4 2015 and has held it in 43 quarters since. The position peaked at $14.2M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Nations Financial Group held 55,320 shares of Chevron worth $9.17M as of Q2 2026.
  • Nations Financial Group sold 13,272 Chevron shares in Q2 2026, an estimated $2.47M.
  • Chevron made up 0.44% of Nations Financial Group's portfolio in Q2 2026, its #50 holding.
  • Nations Financial Group first reported a position in Chevron in Q4 2015 and has held it in 43 quarters since.
  • Nations Financial Group's Chevron position peaked at $14.2M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.