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Pacific Center for Financial Services’s Chevron CVX Stock Holding History

Pacific Center for Financial Services’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 		$3.37M Buy
16,285
+2,339
+17% +$427K 0.85% 17
2025
Q4 		$2.17M Hold
13,946
– – 0.55% 21
2025
Q3 		$2.17M Sell
13,946
-82
-0.6% -$12.7K 0.55% 21
2025
Q2 		$2.01M Sell
14,028
-678
-5% -$95.6K 0.54% 21
2025
Q1 		$2.46M Sell
14,706
-357
-2% -$55.9K 0.65% 18
2024
Q4 		$2.18M Buy
15,063
+10
+0.1% +$1.53K 0.56% 21
2024
Q3 		$2.22M Hold
15,053
– – 0.58% 21
2024
Q2 		$2.35M Sell
15,053
-168
-1% -$26.8K 0.66% 19
2024
Q1 		$2.4M Buy
15,221
+91
+0.6% +$13.7K 0.68% 18
2023
Q4 		$2.26M Sell
15,130
-1,499
-9% -$227K 0.71% 18
2023
Q3 		$2.8M Buy
16,629
+1,289
+8% +$208K 0.95% 18
2023
Q2 		$2.41M Sell
15,340
-236
-2% -$37.8K 0.79% 20
2023
Q1 		$2.54M Buy
+15,576
New +$2.61M 0.88% 19
2022
Q3 		$2.48M Sell
17,271
-812
-4% -$124K 0.97% 17
2022
Q2 		$2.62M Sell
18,083
-1,918
-10% -$317K 1.08% 16
2022
Q1 		$3.26M Sell
20,001
-13,641
-41% -$1.96M 1.16% 16
2021
Q4 		$3.95M Buy
33,642
+4,322
+15% +$491K 1.59% 12
2021
Q3 		$2.97M Buy
29,320
+40
+0.1% +$3.99K 1.3% 12
2021
Q2 		$3.07M Sell
29,280
-8
-0% -$845 1.34% 12
2021
Q1 		$3.07M Buy
29,288
+3,814
+15% +$372K 1.47% 13
2020
Q4 		$2.15M Sell
25,474
-189
-0.7% -$15.3K 0.8% 14
2020
Q3 		$1.85M Buy
25,663
+259
+1% +$21.8K 0.77% 15
2020
Q2 		$2.27M Buy
25,404
+642
+3% +$57.5K 1.12% 14
2020
Q1 		$1.79M Buy
24,762
+2,065
+9% +$204K 1.14% 13
2019
Q4 		$2.73M Sell
22,697
-1,821
-7% -$214K 1.2% 15
2019
Q3 		$2.91M Buy
24,518
+15
+0.1% +$1.82K 1.42% 15
2019
Q2 		$3.05M Buy
24,503
+568
+2% +$68.7K 1.56% 14
2019
Q1 		$2.95M Sell
23,935
-484
-2% -$57.3K 1.59% 14
2018
Q4 		$2.66M Buy
24,419
+374
+2% +$43.3K 1.43% 15
2018
Q3 		$2.94M Buy
24,045
+622
+3% +$75.5K 1.43% 15
2018
Q2 		$2.96M Sell
23,423
-3,982
-15% -$494K 1.74% 15
2018
Q1 		$3.13M Sell
27,405
-1,965
-7% -$235K 1.9% 15
2017
Q4 		$3.68M Sell
29,370
-1,127
-4% -$134K 2.25% 14
2017
Q3 		$3.58M Sell
30,497
-1,892
-6% -$207K 2.3% 14
2017
Q2 		$3.38M Sell
32,389
-84
-0.3% -$8.9K 2.27% 14
2017
Q1 		$3.49M Buy
32,473
+24
+0.1% +$2.69K 2.44% 13
2016
Q4 		$3.82M Buy
+32,449
New +$3.53M 2.9% 9

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

Pacific Center for Financial Services's CVX Position: Q1 2026 in Review

Pacific Center for Financial Services increased its Chevron (CVX) stake by 17% in Q1 2026, buying an estimated $427K and bringing the position to 16,285 shares worth $3.37M. The position accounts for 0.85% of the portfolio, ranked #17.

Pacific Center for Financial Services first reported a position in CVX in Q4 2016 and has held it in 37 quarters since. The position peaked at $3.95M in Q4 2021. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Pacific Center for Financial Services held 16,285 shares of Chevron worth $3.37M as of Q1 2026.
  • Pacific Center for Financial Services bought 2,339 Chevron shares in Q1 2026, an estimated $427K.
  • Chevron made up 0.85% of Pacific Center for Financial Services's portfolio in Q1 2026, its #17 holding.
  • Pacific Center for Financial Services first reported a position in Chevron in Q4 2016 and has held it in 37 quarters since.
  • Pacific Center for Financial Services's Chevron position peaked at $3.95M in Q4 2021.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.