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Southern Financial Group’s Chevron CVX Stock Holding History

Southern Financial 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
Q2 		– Sell
-1,167
Closed -$241K – 96
2026
Q1 		$241K Buy
+1,167
New +$213K 0.07% 74

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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

Southern Financial Group's CVX Position: Q2 2026 in Review

Southern Financial Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,167 shares — an estimated $241K sold.

Southern Financial Group first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $241K in Q1 2026. 2,444 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Southern Financial Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Southern Financial Group sold 1,167 Chevron shares in Q2 2026, an estimated $241K.
  • Southern Financial Group first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
  • Southern Financial Group's Chevron position peaked at $241K in Q1 2026.
  • 2,444 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.