Physicians Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.37M | Sell |
38,443
-802
| -2% | -$149K | 1.59% | 12 |
|
|
2026
Q1 | $8.12M | Buy |
39,245
+1,462
| +4% | +$267K | 2.22% | 9 |
|
|
2025
Q4 | $5.76M | Sell |
37,783
-1,555
| -4% | -$237K | 1.54% | 14 |
|
|
2025
Q3 | $6.11M | Sell |
39,338
-125
| -0.3% | -$19.4K | 1.67% | 14 |
|
|
2025
Q2 | $5.65M | Sell |
39,463
-252
| -0.6% | -$35.5K | 1.68% | 14 |
|
|
2025
Q1 | $6.64M | Buy |
39,715
+1,822
| +5% | +$285K | 2.11% | 10 |
|
|
2024
Q4 | $5.49M | Sell |
37,893
-373
| -1% | -$57.1K | 1.67% | 14 |
|
|
2024
Q3 | $5.63M | Buy |
38,266
+165
| +0.4% | +$24.6K | 1.75% | 14 |
|
|
2024
Q2 | $5.96M | Buy |
38,101
+1,735
| +5% | +$277K | 1.94% | 10 |
|
|
2024
Q1 | $5.74M | Buy |
36,366
+1,375
| +4% | +$207K | 2.02% | 12 |
|
|
2023
Q4 | $5.22M | Sell |
34,991
-1,638
| -4% | -$248K | 1.98% | 12 |
|
|
2023
Q3 | $6.18M | Buy |
36,629
+300
| +0.8% | +$48.5K | 2.53% | 7 |
|
|
2023
Q2 | $5.72M | Buy |
36,329
+18
| +0% | +$2.89K | 2.24% | 8 |
|
|
2023
Q1 | $5.92M | Buy |
36,311
+100
| +0.3% | +$16.8K | 2.51% | 7 |
|
|
2022
Q4 | $6.5M | Buy |
36,211
+292
| +0.8% | +$51K | 2.93% | 6 |
|
|
2022
Q3 | $5.16M | Sell |
35,919
-1,606
| -4% | -$245K | 2.49% | 7 |
|
|
2022
Q2 | $5.43M | Buy |
37,525
+1,188
| +3% | +$196K | 2.42% | 7 |
|
|
2022
Q1 | $5.92M | Sell |
36,337
-109
| -0.3% | -$15.6K | 2.26% | 7 |
|
|
2021
Q4 | $4.28M | Buy |
36,446
+194
| +0.5% | +$22K | 1.58% | 14 |
|
|
2021
Q3 | $3.68M | Buy |
36,252
+3,318
| +10% | +$331K | 1.49% | 20 |
|
|
2021
Q2 | $3.45M | Buy |
32,934
+820
| +3% | +$86.6K | 1.41% | 23 |
|
|
2021
Q1 | $3.37M | Buy |
32,114
+6,362
| +25% | +$621K | 1.44% | 22 |
|
|
2020
Q4 | $2.17M | Sell |
25,752
-2,893
| -10% | -$234K | 1.05% | 30 |
|
|
2020
Q3 | $2.06M | Buy |
28,645
+474
| +2% | +$39.9K | 1.03% | 30 |
|
|
2020
Q2 | $2.51M | Sell |
28,171
-30
| -0.1% | -$2.69K | 1.39% | 23 |
|
|
2020
Q1 | $2.04M | Sell |
28,201
-194
| -0.7% | -$19.2K | 1.4% | 24 |
|
|
2019
Q4 | $3.42M | Buy |
28,395
+50
| +0.2% | +$5.89K | 1.85% | 18 |
|
|
2019
Q3 | $3.36M | Buy |
28,345
+40
| +0.1% | +$4.86K | 1.92% | 16 |
|
|
2019
Q2 | $3.52M | Buy |
28,305
+95
| +0.3% | +$11.5K | 2.07% | 13 |
|
|
2019
Q1 | $3.48M | Buy |
28,210
+75
| +0.3% | +$8.87K | 2.16% | 14 |
|
|
2018
Q4 | $3.06M | Buy |
28,135
+645
| +2% | +$74.7K | 2.22% | 13 |
|
|
2018
Q3 | $3.36M | Hold |
27,490
| – | – | 2.31% | 8 |
|
|
2018
Q2 | $3.48M | Sell |
27,490
-3
| -0% | -$372 | 2.6% | 6 |
|
|
2018
Q1 | $3.08M | Buy |
27,493
+3,420
| +14% | +$409K | 2.45% | 6 |
|
|
2017
Q4 | $3.01M | Sell |
24,073
-175
| -0.7% | -$20.8K | 2.3% | 9 |
|
|
2017
Q3 | $2.85M | Hold |
24,248
| – | – | 2.33% | 8 |
|
|
2017
Q2 | $2.53M | Sell |
24,248
-1,356
| -5% | -$144K | 2.14% | 12 |
|
|
2017
Q1 | $2.75M | Sell |
25,604
-294
| -1% | -$33K | 2.37% | 9 |
|
|
2016
Q4 | $2.65M | Buy |
25,898
+398
| +2% | +$43.3K | 2.17% | 7 |
|
|
2016
Q3 | $2.62M | Buy |
25,500
+315
| +1% | +$32.2K | 2.19% | 8 |
|
|
2016
Q2 | $2.64M | Buy |
25,185
+541
| +2% | +$54.4K | 2.31% | 7 |
|
|
2016
Q1 | $2.35M | Buy |
24,644
+287
| +1% | +$25.1K | 2.13% | 9 |
|
|
2015
Q4 | $2.19M | Buy |
+24,357
| New | +$2.2M | 2.02% | 11 |
|
Other funds holding CVX
Physicians Financial Services's CVX Position: Q2 2026 in Review
Physicians Financial Services reduced its Chevron (CVX) stake by 2% in Q2 2026, selling an estimated $149K and leaving 38,443 shares worth $6.37M. The position accounts for 1.59% of the portfolio, ranked #12.
Physicians Financial Services first reported a position in CVX in Q4 2015 and has held it in 43 quarters since. The position peaked at $8.12M in Q1 2026. 4,115 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Physicians Financial Services held 38,443 shares of Chevron worth $6.37M as of Q2 2026.
- Physicians Financial Services sold 802 Chevron shares in Q2 2026, an estimated $149K.
- Chevron made up 1.59% of Physicians Financial Services's portfolio in Q2 2026, its #12 holding.
- Physicians Financial Services first reported a position in Chevron in Q4 2015 and has held it in 43 quarters since.
- Physicians Financial Services's Chevron position peaked at $8.12M in Q1 2026.
- 4,115 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.