Stifel Financial’s Chevron CVX Stock Holding History

Stifel Financial’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
2015 Q1	–	Sell	-100	Closed	-$10K	–	2319
2014 Q4	$10K	Buy	+100	New	+$11.4K	﹤0.01%	2294

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Stifel Financial's CVX Position: Q1 2026 in Review

Stifel Financial reduced its Chevron (CVX) stake by 2.5% in Q1 2026, selling an estimated $14.5M and leaving 3,084,168 shares worth $638M. The position accounts for 0.59% of the portfolio, ranked #28.

Stifel Financial first reported a position in CVX in Q1 2014 and has held it in 49 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Stifel Financial held 3,084,168 shares of Chevron worth $638M as of Q1 2026.
Stifel Financial sold 79,437 Chevron shares in Q1 2026, an estimated $14.5M.
Chevron made up 0.59% of Stifel Financial's portfolio in Q1 2026, its #28 holding.
Stifel Financial first reported a position in Chevron in Q1 2014 and has held it in 49 quarters since.
4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.