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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NFP Retirement Inc's CVX Position: Q1 2026 in Review

NFP Retirement Inc increased its Chevron (CVX) stake by 0.86% in Q1 2026, buying an estimated $10.2K and bringing the position to 6,530 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #124.

NFP Retirement Inc first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.86M in Q1 2024. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • NFP Retirement Inc held 6,530 shares of Chevron worth $1.35M as of Q1 2026.
  • NFP Retirement Inc bought 56 Chevron shares in Q1 2026, an estimated $10.2K.
  • Chevron made up 0.08% of NFP Retirement Inc's portfolio in Q1 2026, its #124 holding.
  • NFP Retirement Inc first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
  • NFP Retirement Inc's Chevron position peaked at $1.86M in Q1 2024.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.