Code Waechter’s Chevron CVX Stock Holding History

Code Waechter’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	$852K	Buy	5,142 +164	+3%	+$30.5K	0.44%	46
2026 Q1	$1.03M	Sell	4,978 -304	-6%	-$55.4K	0.61%	34
2025 Q4	$805K	Sell	5,282 -52	-1%	-$7.92K	0.52%	44
2025 Q3	$813K	Sell	5,334 -191	-3%	-$29.6K	0.53%	40
2025 Q2	$791K	Sell	5,525 -289	-5%	-$40.7K	0.56%	39
2025 Q1	$973K	Buy	5,814 +485	+9%	+$75.9K	0.8%	26
2024 Q4	$772K	Buy	5,329 +210	+4%	+$32.1K	0.67%	39
2024 Q3	$754K	Buy	+5,119	New	+$762K	0.72%	35

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Code Waechter's CVX Position: Q2 2026 in Review

Code Waechter increased its Chevron (CVX) stake by 3.3% in Q2 2026, buying an estimated $30.5K and bringing the position to 5,142 shares worth $852K. The position accounts for 0.44% of the portfolio, ranked #46.

Code Waechter first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Code Waechter held 5,142 shares of Chevron worth $852K as of Q2 2026.
Code Waechter bought 164 Chevron shares in Q2 2026, an estimated $30.5K.
Chevron made up 0.44% of Code Waechter's portfolio in Q2 2026, its #46 holding.
Code Waechter first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
Code Waechter's Chevron position peaked at $1.03M in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.