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Griffith & Werner’s Chevron CVX Stock Holding History

Griffith & Werner’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 		$2.2M Buy
13,279
+1,197
+10% +$223K 1.03% 29
2026
Q1 		$2.5M Sell
12,082
-4,908
-29% -$895K 1.24% 29
2025
Q4 		$2.59M Buy
16,990
+181
+1% +$27.6K 1.32% 28
2025
Q3 		$2.62M Buy
+16,809
New +$2.6M 1.36% 27
2025
Q1 		$2.85M Buy
17,036
+1,397
+9% +$219K 1.77% 24
2024
Q4 		$2.27M Buy
+15,639
New +$2.39M 1.5% 24

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Griffith & Werner's CVX Position: Q2 2026 in Review

Griffith & Werner increased its Chevron (CVX) stake by 9.9% in Q2 2026, buying an estimated $223K and bringing the position to 13,279 shares worth $2.2M. The position accounts for 1.03% of the portfolio, ranked #29.

Griffith & Werner first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.85M in Q1 2025. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Griffith & Werner held 13,279 shares of Chevron worth $2.2M as of Q2 2026.
  • Griffith & Werner bought 1,197 Chevron shares in Q2 2026, an estimated $223K.
  • Chevron made up 1.03% of Griffith & Werner's portfolio in Q2 2026, its #29 holding.
  • Griffith & Werner first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • Griffith & Werner's Chevron position peaked at $2.85M in Q1 2025.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.