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Sunburst Financial Group’s Chevron CVX Stock Holding History

Sunburst 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 		$299K Sell
1,803
-12
-0.7% -$2.23K 0.05% 109
2026
Q1 		$375K Buy
1,815
+11
+0.6% +$2.01K 0.07% 93
2025
Q4 		$275K Sell
1,804
-53
-3% -$8.07K 0.06% 101
2025
Q3 		$288K Sell
1,857
-216
-10% -$33.5K 0.06% 100
2025
Q2 		$297K Sell
2,073
-6
-0.3% -$846 0.07% 97
2025
Q1 		$348K Sell
2,079
-30
-1% -$4.7K 0.09% 77
2024
Q4 		$305K Buy
2,109
+202
+11% +$30.9K 0.08% 82
2024
Q3 		$281K Buy
1,907
+13
+0.7% +$1.94K 0.07% 95
2024
Q2 		$296K Sell
1,894
-76
-4% -$12.1K 0.08% 87
2024
Q1 		$313K Sell
1,970
-712
-27% -$107K 0.09% 86
2023
Q4 		$400K Buy
2,682
+761
+40% +$115K 0.12% 74
2023
Q3 		$324K Sell
1,921
-108
-5% -$17.4K 0.11% 72
2023
Q2 		$319K Buy
2,029
+133
+7% +$21.3K 0.11% 74
2023
Q1 		$309K Buy
1,896
+3
+0.2% +$503 0.11% 74
2022
Q4 		$340K Sell
1,893
-122
-6% -$21.3K 0.14% 71
2022
Q3 		$289K Buy
2,015
+70
+4% +$10.7K 0.14% 69
2022
Q2 		$282K Sell
1,945
-31
-2% -$5.12K 0.14% 73
2022
Q1 		$322K Sell
1,976
-112
-5% -$16.1K 0.16% 60
2021
Q4 		$245K Sell
2,088
-236
-10% -$26.8K 0.12% 64
2021
Q3 		$236K Hold
2,324
– – 0.15% 55
2021
Q2 		$243K Sell
2,324
-63
-3% -$6.65K 0.15% 55
2021
Q1 		$250K Sell
2,387
-25
-1% -$2.44K 0.17% 53
2020
Q4 		$204K Buy
+2,412
New +$195K 0.15% 59
2020
Q3 		– Sell
-2,499
Closed -$223K – 58
2020
Q2 		$223K Buy
+2,499
New +$224K 0.2% 51
2020
Q1 		– Sell
-3,987
Closed -$480K – 56
2019
Q4 		$480K Buy
+3,987
New +$470K 0.42% 33

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Sunburst Financial Group reduced its Chevron (CVX) stake by 0.66% in Q2 2026, selling an estimated $2.23K and leaving 1,803 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #109.

Sunburst Financial Group first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. The position peaked at $480K in Q4 2019. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sunburst Financial Group held 1,803 shares of Chevron worth $299K as of Q2 2026.
  • Sunburst Financial Group sold 12 Chevron shares in Q2 2026, an estimated $2.23K.
  • Chevron made up 0.05% of Sunburst Financial Group's portfolio in Q2 2026, its #109 holding.
  • Sunburst Financial Group first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
  • Sunburst Financial Group's Chevron position peaked at $480K in Q4 2019.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.