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Constant Guidance Financial’s Chevron CVX Stock Holding History

Constant Guidance 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 		– Sell
-16,539
Closed -$3.42M – 70
2026
Q1 		$3.42M Buy
16,539
+8,030
+94% +$1.46M 2.37% 7
2025
Q4 		$1.3M Buy
+8,509
New +$1.3M 0.91% 19
2025
Q1 		– Sell
-29,390
Closed -$4.26M – 33
2024
Q4 		$4.26M Buy
+29,390
New +$4.5M 3.67% 7
2024
Q2 		– Sell
-14,766
Closed -$2.37M – 28
2024
Q1 		$2.37M Buy
+14,766
New +$2.23M 2.18% 11

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

Constant Guidance Financial's CVX Position: Q2 2026 in Review

Constant Guidance Financial sold out of Chevron (CVX) in Q2 2026, closing a stake of 16,539 shares — an estimated $3.42M sold.

Constant Guidance Financial first reported a position in CVX in Q1 2024 and held it in 4 quarters. The position peaked at $4.26M in Q4 2024. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Constant Guidance Financial reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Constant Guidance Financial sold 16,539 Chevron shares in Q2 2026, an estimated $3.42M.
  • Constant Guidance Financial first reported a position in Chevron in Q1 2024 and held it in 4 quarters.
  • Constant Guidance Financial's Chevron position peaked at $4.26M in Q4 2024.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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