Facet Wealth Inc’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.17M Buy
7,080
+436
+7% +$81.2K 0.02% 117
2026
Q1
$1.37M Buy
6,644
+1,613
+32% +$294K 0.02% 87
2025
Q4
$855K Buy
5,031
+2,679
+114% +$408K 0.02% 109
2025
Q3
$365K Buy
2,352
+638
+37% +$98.8K 0.01% 146
2025
Q2
$260K Buy
+1,714
New +$242K 0.01% 151
2024
Q4
Sell
-1,351
Closed -$207K 145
2024
Q3
$207K Buy
+1,351
New +$201K 0.01% 139

Other funds holding CVX

Facet Wealth Inc's CVX Position: Q2 2026 in Review

Facet Wealth Inc increased its Chevron (CVX) stake by 6.6% in Q2 2026, buying an estimated $81.2K and bringing the position to 7,080 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #117.

Facet Wealth Inc first reported a position in CVX in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Facet Wealth Inc held 7,080 shares of Chevron worth $1.17M as of Q2 2026.
  • Facet Wealth Inc bought 436 Chevron shares in Q2 2026, an estimated $81.2K.
  • Chevron made up 0.02% of Facet Wealth Inc's portfolio in Q2 2026, its #117 holding.
  • Facet Wealth Inc first reported a position in Chevron in Q3 2024 and has held it in 6 quarters since.
  • Facet Wealth Inc's Chevron position peaked at $1.37M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.