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Sound Financial Strategies Group’s Chevron CVX Stock Holding History

Sound Financial Strategies Group’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 		$554K Sell
2,679
-2,794
-51% -$509K 0.38% 42
2025
Q4 		$834K Buy
5,473
+124
+2% +$18.9K 0.59% 39
2025
Q3 		$831K Buy
5,349
+94
+2% +$14.6K 0.61% 41
2025
Q2 		$752K Buy
5,255
+148
+3% +$20.9K 0.64% 53
2025
Q1 		$854K Buy
+5,107
New +$799K 0.76% 22
2024
Q2 		– Sell
-3,976
Closed -$627K – 95
2024
Q1 		$627K Sell
3,976
-173
-4% -$26.1K 0.52% 36
2023
Q4 		$619K Sell
4,149
-1,565
-27% -$237K 0.52% 29
2023
Q3 		$963K Sell
5,714
-321
-5% -$51.8K 0.8% 17
2023
Q2 		$950K Buy
+6,035
New +$968K 0.69% 35
2023
Q1 		– Sell
-6,219
Closed -$1.12M – 65
2022
Q4 		$1.12M Buy
+6,219
New +$1.09M 0.81% 17
2022
Q3 		– Sell
-7,752
Closed -$1.12M – 34
2022
Q2 		$1.12M Sell
7,752
-2,976
-28% -$492K 0.88% 18
2022
Q1 		$1.75M Buy
10,728
+4,506
+72% +$646K 0.96% 8
2021
Q4 		$730K Sell
6,222
-166
-3% -$18.9K 0.37% 35
2021
Q3 		$648K Sell
6,388
-4
-0.1% -$399 0.33% 42
2021
Q2 		$669K Buy
6,392
+626
+11% +$66.1K 0.33% 25
2021
Q1 		$604K Buy
+5,766
New +$563K 0.31% 40
2020
Q4 		– Sell
-5,694
Closed -$410K – 90
2020
Q3 		$410K Sell
5,694
-108
-2% -$9.08K 0.26% 50
2020
Q2 		$518K Sell
5,802
-3
-0.1% -$269 0.34% 30
2020
Q1 		$421K Sell
5,805
-2,718
-32% -$269K 0.29% 41
2019
Q4 		$1.03M Buy
+8,523
New +$1M 0.65% 56

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

Sound Financial Strategies Group's CVX Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Chevron (CVX) stake by 51% in Q1 2026, selling an estimated $509K and leaving 2,679 shares worth $554K. The position accounts for 0.38% of the portfolio, ranked #42.

Sound Financial Strategies Group first reported a position in CVX in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.75M in Q1 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Sound Financial Strategies Group held 2,679 shares of Chevron worth $554K as of Q1 2026.
  • Sound Financial Strategies Group sold 2,794 Chevron shares in Q1 2026, an estimated $509K.
  • Chevron made up 0.38% of Sound Financial Strategies Group's portfolio in Q1 2026, its #42 holding.
  • Sound Financial Strategies Group first reported a position in Chevron in Q4 2019 and has held it in 20 quarters since.
  • Sound Financial Strategies Group's Chevron position peaked at $1.75M in Q1 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.