NRI
CVX icon

NFP Retirement Inc’s Chevron CVX Stock Holding History

NFP Retirement Inc’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 		$1.08M Sell
6,488
-42
-0.6% -$7.82K 0.06% 141
2026
Q1 		$1.35M Buy
6,530
+56
+0.9% +$10.2K 0.08% 124
2025
Q4 		$987K Buy
6,474
+37
+0.6% +$5.63K 0.06% 135
2025
Q3 		$1,000K Sell
6,437
-3,631
-36% -$562K 0.06% 130
2025
Q2 		$1.44M Sell
10,068
-830
-8% -$117K 0.1% 114
2025
Q1 		$1.82M Sell
10,898
-43
-0.4% -$6.73K 0.14% 82
2024
Q4 		$1.58M Buy
10,941
+391
+4% +$59.8K 0.13% 93
2024
Q3 		$1.55M Sell
10,550
-522
-5% -$77.7K 0.13% 95
2024
Q2 		$1.73M Sell
11,072
-743
-6% -$118K 0.15% 90
2024
Q1 		$1.86M Buy
11,815
+5,374
+83% +$811K 0.16% 83
2023
Q4 		$961K Buy
6,441
+131
+2% +$19.8K 0.16% 100
2023
Q3 		$1.06M Buy
6,310
+206
+3% +$33.3K 0.2% 87
2023
Q2 		$960K Buy
6,104
+200
+3% +$32.1K 0.18% 98
2023
Q1 		$963K Buy
5,904
+6
+0.1% +$1.01K 0.19% 98
2022
Q4 		$1.06M Sell
5,898
-179
-3% -$31.2K 0.23% 87
2022
Q3 		$873K Sell
6,077
-311
-5% -$47.4K 0.22% 88
2022
Q2 		$925K Sell
6,388
-230
-3% -$38K 0.23% 82
2022
Q1 		$1.08M Buy
6,618
+1,649
+33% +$236K 0.26% 80
2021
Q4 		$583K Sell
4,969
-3
-0.1% -$341 0.21% 74
2021
Q3 		$504K Buy
4,972
+1,619
+48% +$161K 0.21% 82
2021
Q2 		$351K Buy
3,353
+256
+8% +$27K 0.14% 99
2021
Q1 		$324K Buy
3,097
+14
+0.5% +$1.37K 0.14% 99
2020
Q4 		$260K Buy
3,083
+197
+7% +$15.9K 0.16% 101
2020
Q3 		$208K Sell
2,886
-59
-2% -$4.96K 0.14% 105
2020
Q2 		$263K Buy
+2,945
New +$264K 0.19% 81
2020
Q1 		– Sell
-2,436
Closed -$292K – 86
2019
Q4 		$292K Buy
+2,436
New +$287K 0.27% 64

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

NFP Retirement Inc's CVX Position: Q2 2026 in Review

NFP Retirement Inc reduced its Chevron (CVX) stake by 0.64% in Q2 2026, selling an estimated $7.82K and leaving 6,488 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #141.

NFP Retirement Inc first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.86M in Q1 2024. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • NFP Retirement Inc held 6,488 shares of Chevron worth $1.08M as of Q2 2026.
  • NFP Retirement Inc sold 42 Chevron shares in Q2 2026, an estimated $7.82K.
  • Chevron made up 0.06% of NFP Retirement Inc's portfolio in Q2 2026, its #141 holding.
  • NFP Retirement Inc first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's Chevron position peaked at $1.86M in Q1 2024.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.