Security National Bank’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 | $636K | Buy |
3,839
+88
| +2% | +$16.4K | 0.08% | 100 |
|
|
2026
Q1 | $776K | Buy |
3,751
+15
| +0.4% | +$2.73K | 0.11% | 87 |
|
|
2025
Q4 | $569K | Hold |
3,736
| – | – | 0.08% | 96 |
|
|
2025
Q3 | $580K | Sell |
3,736
-2
| -0.1% | -$310 | 0.09% | 86 |
|
|
2025
Q2 | $535K | Sell |
3,738
-347
| -8% | -$48.9K | 0.09% | 82 |
|
|
2025
Q1 | $683K | Buy |
4,085
+2
| +0% | +$313 | 0.13% | 79 |
|
|
2024
Q4 | $591K | Sell |
4,083
-207
| -5% | -$31.7K | 0.08% | 76 |
|
|
2024
Q3 | $632K | Hold |
4,290
| – | – | 0.09% | 76 |
|
|
2024
Q2 | $671K | Hold |
4,290
| – | – | 0.1% | 71 |
|
|
2024
Q1 | $677K | Hold |
4,290
| – | – | 0.1% | 68 |
|
|
2023
Q4 | $640K | Hold |
4,290
| – | – | 0.14% | 70 |
|
|
2023
Q3 | $732K | Sell |
4,290
-2,202
| -34% | -$356K | 0.21% | 63 |
|
|
2023
Q2 | $1.02M | Buy |
6,492
+2,134
| +49% | +$342K | 0.26% | 57 |
|
|
2023
Q1 | $711K | Sell |
4,358
-721
| -14% | -$121K | 0.19% | 57 |
|
|
2022
Q4 | $912K | Sell |
5,079
-17
| -0.3% | -$2.97K | 0.25% | 57 |
|
|
2022
Q3 | $732K | Buy |
5,096
+270
| +6% | +$41.2K | 0.2% | 61 |
|
|
2022
Q2 | $699K | Sell |
4,826
-1,926
| -29% | -$318K | 0.19% | 62 |
|
|
2022
Q1 | $1.1M | Buy |
6,752
+2,875
| +74% | +$412K | 0.25% | 54 |
|
|
2021
Q4 | $455K | Buy |
3,877
+67
| +2% | +$7.61K | 0.1% | 72 |
|
|
2021
Q3 | $387K | Buy |
3,810
+16
| +0.4% | +$1.6K | 0.1% | 75 |
|
|
2021
Q2 | $397K | Hold |
3,794
| – | – | 0.1% | 72 |
|
|
2021
Q1 | $398K | Buy |
+3,794
| New | +$370K | 0.12% | 68 |
|
|
2020
Q1 | – | Sell |
-2,373
| Closed | -$286K | – | 69 |
|
|
2019
Q4 | $286K | Sell |
2,373
-349
| -13% | -$41.1K | 0.13% | 68 |
|
|
2019
Q3 | $323K | Sell |
2,722
-97
| -3% | -$11.8K | 0.15% | 62 |
|
|
2019
Q2 | $351K | Hold |
2,819
| – | – | 0.17% | 57 |
|
|
2019
Q1 | $347K | Buy |
2,819
+735
| +35% | +$87K | 0.18% | 55 |
|
|
2018
Q4 | $227K | Buy |
2,084
+125
| +6% | +$14.5K | 0.14% | 56 |
|
|
2018
Q3 | $240K | Hold |
1,959
| – | – | 0.13% | 59 |
|
|
2018
Q2 | $248K | Sell |
1,959
-31
| -2% | -$3.85K | 0.16% | 55 |
|
|
2018
Q1 | $227K | Hold |
1,990
| – | – | 0.15% | 57 |
|
|
2017
Q4 | $250K | Hold |
1,990
| – | – | 0.16% | 57 |
|
|
2017
Q3 | $234K | Hold |
1,990
| – | – | 0.16% | 60 |
|
|
2017
Q2 | $207K | Hold |
1,990
| – | – | 0.15% | 63 |
|
|
2017
Q1 | $213K | Buy |
+1,990
| New | +$223K | 0.16% | 63 |
|
Other funds holding CVX
Security National Bank's CVX Position: Q2 2026 in Review
Security National Bank increased its Chevron (CVX) stake by 2.3% in Q2 2026, buying an estimated $16.4K and bringing the position to 3,839 shares worth $636K. The position accounts for 0.08% of the portfolio, ranked #100.
Security National Bank first reported a position in CVX in Q1 2017 and has held it in 34 quarters since. The position peaked at $1.1M in Q1 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Security National Bank held 3,839 shares of Chevron worth $636K as of Q2 2026.
- Security National Bank bought 88 Chevron shares in Q2 2026, an estimated $16.4K.
- Chevron made up 0.08% of Security National Bank's portfolio in Q2 2026, its #100 holding.
- Security National Bank first reported a position in Chevron in Q1 2017 and has held it in 34 quarters since.
- Security National Bank's Chevron position peaked at $1.1M in Q1 2022.
- 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.