FW
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Fairway Wealth’s Chevron CVX Stock Holding History

Fairway Wealth’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 		$19.2K Sell
116
-1,002
-90% -$186K ﹤0.01% 155
2026
Q1 		$231K Buy
1,118
+997
+824% +$182K 0.06% 70
2025
Q4 		$18.4K Buy
121
+5
+4% +$762 0.01% 122
2025
Q3 		$18K Hold
116
– – 0.01% 114
2025
Q2 		$16.6K Sell
116
-88
-43% -$12.4K 0.01% 111
2025
Q1 		$34.1K Hold
204
– – 0.01% 107
2024
Q4 		$29.5K Buy
204
+88
+76% +$13.5K 0.01% 127
2024
Q3 		$17.1K Sell
116
-35
-23% -$5.21K 0.01% 80
2024
Q2 		$23.6K Buy
151
+35
+30% +$5.58K 0.01% 87
2024
Q1 		$18.3K Hold
116
– – 0.01% 62
2023
Q4 		$17.3K Buy
+116
New +$17.5K 0.01% 59

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fairway Wealth's CVX Position: Q2 2026 in Review

Fairway Wealth reduced its Chevron (CVX) stake by 90% in Q2 2026, selling an estimated $186K and leaving 116 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Fairway Wealth first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $231K in Q1 2026. 2,314 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fairway Wealth held 116 shares of Chevron worth $19.2K as of Q2 2026.
  • Fairway Wealth sold 1,002 Chevron shares in Q2 2026, an estimated $186K.
  • Chevron made up ﹤0.01% of Fairway Wealth's portfolio in Q2 2026, its #155 holding.
  • Fairway Wealth first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Fairway Wealth's Chevron position peaked at $231K in Q1 2026.
  • 2,314 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.