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Pacific Sun Financial’s Chevron CVX Stock Holding History

Pacific Sun 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
Q1 		$629K Hold
3,042
– – 0.3% 103
2025
Q4 		$464K Sell
3,042
-444
-13% -$67.6K 0.22% 122
2025
Q3 		$541K Sell
3,486
-40
-1% -$6.2K 0.26% 114
2025
Q2 		$505K Sell
3,526
-210
-6% -$29.6K 0.26% 114
2025
Q1 		$625K Sell
3,736
-129
-3% -$20.2K 0.36% 83
2024
Q4 		$560K Hold
3,865
– – 0.31% 100
2024
Q3 		$569K Buy
3,865
+379
+11% +$56.4K 0.31% 98
2024
Q2 		$545K Hold
3,486
– – 0.32% 99
2024
Q1 		$550K Buy
+3,486
New +$526K 0.32% 102
2022
Q4 		– Sell
-3,486
Closed -$501K – 176
2022
Q3 		$501K Sell
3,486
-43
-1% -$6.56K 0.35% 90
2022
Q2 		$511K Buy
3,529
+85
+2% +$14.1K 0.34% 95
2022
Q1 		$561K Hold
3,444
– – 0.31% 97
2021
Q4 		$404K Hold
3,444
– – 0.22% 120
2021
Q3 		$349K Buy
+3,444
New +$344K 0.2% 124
2020
Q3 		$893K Sell
12,401
-550
-4% -$46.3K 0.75% 46
2020
Q2 		$1.16M Sell
12,951
-241
-2% -$21.6K 1.04% 27
2020
Q1 		$956K Sell
13,192
-170
-1% -$16.8K 1.1% 25
2019
Q4 		$1.61M Sell
13,362
-100
-0.7% -$11.8K 1.42% 16
2019
Q3 		$1.6M Buy
13,462
+117
+0.9% +$14.2K 1.51% 14
2019
Q2 		$1.66M Buy
+13,345
New +$1.61M 1.59% 13
2018
Q2 		$1.74M Hold
13,897
– – 1.79% 11
2018
Q1 		$1.58M Sell
13,897
-2,980
-18% -$356K 2.09% 10
2017
Q4 		$2.11M Buy
+16,877
New +$2M 1.16% 27

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 Sun Financial's CVX Position: Q1 2026 in Review

Pacific Sun Financial held its Chevron (CVX) position steady in Q1 2026 at 3,042 shares worth $629K. The position accounts for 0.3% of the portfolio, ranked #103.

Pacific Sun Financial first reported a position in CVX in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.11M in Q4 2017. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Pacific Sun Financial held 3,042 shares of Chevron worth $629K as of Q1 2026.
  • Pacific Sun Financial left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.3% of Pacific Sun Financial's portfolio in Q1 2026, its #103 holding.
  • Pacific Sun Financial first reported a position in Chevron in Q4 2017 and has held it in 23 quarters since.
  • Pacific Sun Financial's Chevron position peaked at $2.11M in Q4 2017.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.