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Financial & Tax Architects’s Chevron CVX Stock Holding History

Financial & Tax Architects’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 		$6.92M Sell
41,724
-1,996
-5% -$372K 1.46% 29
2026
Q1 		$9.05M Sell
43,720
-4,369
-9% -$797K 2.02% 11
2025
Q4 		$7.33M Sell
48,089
-1,475
-3% -$225K 1.65% 23
2025
Q3 		$7.7M Buy
49,564
+3,659
+8% +$567K 1.7% 21
2025
Q2 		$6.57M Buy
45,905
+2,869
+7% +$404K 1.6% 26
2025
Q1 		$7.2M Buy
43,036
+1,116
+3% +$175K 1.81% 17
2024
Q4 		$6.07M Buy
41,920
+3,132
+8% +$479K 1.55% 26
2024
Q3 		$5.71M Buy
38,788
+1,050
+3% +$156K 1.47% 32
2024
Q2 		$5.9M Buy
37,738
+1,524
+4% +$243K 1.58% 23
2024
Q1 		$5.71M Buy
36,214
+1,474
+4% +$222K 1.57% 28
2023
Q4 		$5.18M Buy
34,740
+2,437
+8% +$369K 1.53% 29
2023
Q3 		$5.45M Buy
32,303
+1,350
+4% +$218K 1.69% 20
2023
Q2 		$4.87M Buy
30,953
+1,143
+4% +$183K 1.5% 32
2023
Q1 		$4.86M Buy
29,810
+1,790
+6% +$300K 1.6% 30
2022
Q4 		$5.07M Sell
28,020
-2,178
-7% -$380K 1.73% 16
2022
Q3 		$4.34M Buy
30,198
+3,116
+12% +$475K 1.63% 25
2022
Q2 		$3.92M Sell
27,082
-1,614
-6% -$267K 1.49% 30
2022
Q1 		$4.67M Sell
28,696
-5,665
-16% -$812K 1.76% 16
2021
Q4 		$4.03M Buy
34,361
+676
+2% +$76.8K 1.65% 22
2021
Q3 		$3.42M Buy
33,685
+2,629
+8% +$262K 1.56% 23
2021
Q2 		$3.25M Buy
31,056
+2,326
+8% +$246K 1.59% 23
2021
Q1 		$3.01M Buy
+28,730
New +$2.81M 1.69% 13

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

Financial & Tax Architects's CVX Position: Q2 2026 in Review

Financial & Tax Architects reduced its Chevron (CVX) stake by 4.6% in Q2 2026, selling an estimated $372K and leaving 41,724 shares worth $6.92M. The position accounts for 1.46% of the portfolio, ranked #29.

Financial & Tax Architects first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.05M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Financial & Tax Architects held 41,724 shares of Chevron worth $6.92M as of Q2 2026.
  • Financial & Tax Architects sold 1,996 Chevron shares in Q2 2026, an estimated $372K.
  • Chevron made up 1.46% of Financial & Tax Architects's portfolio in Q2 2026, its #29 holding.
  • Financial & Tax Architects first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's Chevron position peaked at $9.05M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.