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Security Financial Services’s Chevron CVX Stock Holding History

Security 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
Q2 		– Sell
-1,075
Closed -$222K – 208
2026
Q1 		$222K Buy
+1,075
New +$196K 0.04% 185

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Sumitomo Mitsui Trust Group
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Principal Financial Group
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Citigroup
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Security Financial Services's CVX Position: Q2 2026 in Review

Security Financial Services sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,075 shares — an estimated $222K sold.

Security Financial Services first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $222K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Security Financial Services reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Security Financial Services sold 1,075 Chevron shares in Q2 2026, an estimated $222K.
  • Security Financial Services first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
  • Security Financial Services's Chevron position peaked at $222K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.