Guidance Capital’s Chevron CVX Stock Holding History

Guidance Capital’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	$380K	Buy	2,068 +23	+1%	+$4.28K	0.08%	184
2026 Q1	$394K	Sell	2,045 -24	-1%	-$4.38K	0.09%	180
2025 Q4	$345K	Sell	2,069 -135	-6%	-$20.6K	0.08%	183
2025 Q3	$343K	Sell	2,204 -12	-0.5%	-$1.86K	0.09%	171
2025 Q2	$336K	Sell	2,216 -319	-13%	-$45K	0.1%	173
2025 Q1	$351K	Sell	2,535 -106	-4%	-$16.6K	0.11%	165
2024 Q4	$411K	Sell	2,641 -53	-2%	-$8.11K	0.13%	157
2024 Q3	$406K	Sell	2,694 -1,128	-30%	-$168K	0.13%	148
2024 Q2	$613K	Sell	3,822 -130	-3%	-$20.7K	0.2%	116
2024 Q1	$623K	Sell	3,952 -207	-5%	-$31.2K	0.23%	98
2023 Q4	$622K	Buy	4,159 +91	+2%	+$13.8K	0.25%	92
2023 Q3	$679K	Sell	4,068 -48	-1%	-$7.75K	0.3%	59
2023 Q2	$676K	Buy	+4,116	New	+$660K	0.29%	64

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Guidance Capital's CVX Position: Q2 2026 in Review

Guidance Capital increased its Chevron (CVX) stake by 1.1% in Q2 2026, buying an estimated $4.28K and bringing the position to 2,068 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #184.

Guidance Capital first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $679K in Q3 2023. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Guidance Capital held 2,068 shares of Chevron worth $380K as of Q2 2026.
Guidance Capital bought 23 Chevron shares in Q2 2026, an estimated $4.28K.
Chevron made up 0.08% of Guidance Capital's portfolio in Q2 2026, its #184 holding.
Guidance Capital first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
Guidance Capital's Chevron position peaked at $679K in Q3 2023.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.