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Nikulski Financial’s Chevron CVX Stock Holding History

Nikulski Financial’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 		$376K Buy
2,271
+1,292
+132% +$240K 0.08% 143
2026
Q1 		$203K Buy
+979
New +$179K 0.05% 172
2024
Q1 		– Sell
-3,143
Closed -$469K – 132
2023
Q4 		$469K Sell
3,143
-165
-5% -$25K 0.17% 91
2023
Q3 		$558K Sell
3,308
-22
-0.7% -$3.55K 0.23% 83
2023
Q2 		$524K Sell
3,330
-138
-4% -$22.1K 0.22% 85
2023
Q1 		$566K Sell
3,468
-65
-2% -$10.9K 0.25% 88
2022
Q4 		$634K Buy
3,533
+335
+10% +$58.5K 0.3% 75
2022
Q3 		$459K Buy
3,198
+20
+0.6% +$3.05K 0.24% 89
2022
Q2 		$460K Buy
3,178
+245
+8% +$40.5K 0.23% 91
2022
Q1 		$478K Sell
2,933
-30
-1% -$4.3K 0.2% 89
2021
Q4 		$348K Sell
2,963
-235
-7% -$26.7K 0.15% 98
2021
Q3 		$324K Sell
3,198
-135
-4% -$13.5K 0.15% 100
2021
Q2 		$333K Sell
3,333
-855
-20% -$90.3K 0.16% 102
2021
Q1 		$439K Sell
4,188
-85
-2% -$8.3K 0.23% 84
2020
Q4 		$361K Sell
4,273
-660
-13% -$53.4K 0.2% 86
2020
Q3 		$355K Buy
4,933
+70
+1% +$5.89K 0.23% 80
2020
Q2 		$434K Buy
+4,863
New +$435K 0.3% 66
2020
Q1 		– Sell
-3,373
Closed -$372K – 99
2019
Q4 		$372K Buy
3,373
+100
+3% +$11.8K 0.27% 64
2019
Q3 		$380K Buy
3,273
+8
+0.2% +$972 0.32% 61
2019
Q2 		$405K Buy
3,265
+20
+0.6% +$2.42K 0.34% 56
2019
Q1 		$400K Sell
3,245
-275
-8% -$32.5K 0.39% 52
2018
Q4 		$383K Sell
3,520
-84
-2% -$9.73K 0.4% 48
2018
Q3 		$402K Buy
3,604
+50
+1% +$6.07K 0.37% 49
2018
Q2 		$449K Sell
3,554
-60
-2% -$7.45K 0.41% 47
2018
Q1 		$412K Buy
3,614
+75
+2% +$8.97K 0.41% 50
2017
Q4 		$443K Buy
+3,539
New +$420K 0.48% 46

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

Nikulski Financial's CVX Position: Q2 2026 in Review

Nikulski Financial increased its Chevron (CVX) stake by 132% in Q2 2026, buying an estimated $240K and bringing the position to 2,271 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #143.

Nikulski Financial first reported a position in CVX in Q4 2017 and has held it in 26 quarters since. The position peaked at $634K in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Nikulski Financial held 2,271 shares of Chevron worth $376K as of Q2 2026.
  • Nikulski Financial bought 1,292 Chevron shares in Q2 2026, an estimated $240K.
  • Chevron made up 0.08% of Nikulski Financial's portfolio in Q2 2026, its #143 holding.
  • Nikulski Financial first reported a position in Chevron in Q4 2017 and has held it in 26 quarters since.
  • Nikulski Financial's Chevron position peaked at $634K in Q4 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.