Align Financial’s Chevron CVX Stock Holding History

Align 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
2026 Q2	$44.9K	Hold	271	–	–	0.02%	164
2026 Q1	$56.1K	Sell	271 -41,032	-99%	-$7.48M	0.03%	144
2025 Q4	$41.3K	Buy	+41,303	New	+$6.29M	0.02%	171

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Align Financial's CVX Position: Q2 2026 in Review

Align Financial held its Chevron (CVX) position steady in Q2 2026 at 271 shares worth $44.9K. The position accounts for 0.02% of the portfolio, ranked #164.

Align Financial first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $56.1K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Align Financial held 271 shares of Chevron worth $44.9K as of Q2 2026.
Align Financial left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.02% of Align Financial's portfolio in Q2 2026, its #164 holding.
Align Financial first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
Align Financial's Chevron position peaked at $56.1K in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.