Stifel Financial’s Chevron CVX Stock Holding History

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

Stifel Financial's CVX Position: Q2 2026 in Review

Stifel Financial reduced its Chevron (CVX) stake by 0.99% in Q2 2026, selling an estimated $5.66M and leaving 3,053,750 shares worth $506M. The position accounts for 0.42% of the portfolio, ranked #42.

Stifel Financial first reported a position in CVX in Q1 2014 and has held it in 50 quarters since. The position peaked at $638M in Q1 2026. 4,124 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Stifel Financial held 3,053,750 shares of Chevron worth $506M as of Q2 2026.
  • Stifel Financial sold 30,418 Chevron shares in Q2 2026, an estimated $5.66M.
  • Chevron made up 0.42% of Stifel Financial's portfolio in Q2 2026, its #42 holding.
  • Stifel Financial first reported a position in Chevron in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's Chevron position peaked at $638M in Q1 2026.
  • 4,124 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.