Outfitter Financial’s Chevron CVX Stock Holding History

Outfitter Financial’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	$1.99M	Sell	11,977 -2,525	-17%	-$470K	1.39%	21
2026 Q1	$3M	Sell	14,502 -2,494	-15%	-$455K	2.32%	13
2025 Q4	$2.59M	Buy	16,996 +18	+0.1%	+$2.74K	2.04%	15
2025 Q3	$2.64M	Buy	+16,978	New	+$2.63M	2.13%	14
2025 Q1	–	Sell	-4,148	Closed	-$601K	–	78
2024 Q4	$601K	Hold	4,148	–	–	0.48%	67
2024 Q3	$611K	Hold	4,148	–	–	0.5%	62
2024 Q2	$649K	Sell	4,148 -900	-18%	-$144K	0.54%	59
2024 Q1	$796K	Hold	5,048	–	–	0.65%	55
2023 Q4	$753K	Hold	5,048	–	–	0.66%	53
2023 Q3	$851K	Buy	5,048 +148	+3%	+$23.9K	0.8%	48
2023 Q2	$771K	Hold	4,900	–	–	0.69%	55
2023 Q1	$799K	Sell	4,900 -1,000	-17%	-$168K	0.72%	53
2022 Q4	$1.06M	Hold	5,900	–	–	0.96%	44
2022 Q3	$848K	Hold	5,900	–	–	0.83%	52
2022 Q2	$854K	Hold	5,900	–	–	0.78%	55
2022 Q1	$961K	Hold	5,900	–	–	0.74%	57
2021 Q4	$692K	Hold	5,900	–	–	0.51%	65
2021 Q3	$599K	Hold	5,900	–	–	0.47%	68
2021 Q2	$618K	Hold	5,900	–	–	0.47%	72
2021 Q1	$618K	Hold	5,900	–	–	0.51%	67
2020 Q4	$498K	Buy	+5,900	New	+$478K	0.48%	70

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Outfitter Financial's CVX Position: Q2 2026 in Review

Outfitter Financial reduced its Chevron (CVX) stake by 17% in Q2 2026, selling an estimated $470K and leaving 11,977 shares worth $1.99M. The position accounts for 1.39% of the portfolio, ranked #21.

Outfitter Financial first reported a position in CVX in Q4 2020 and has held it in 21 quarters since. The position peaked at $3M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Outfitter Financial held 11,977 shares of Chevron worth $1.99M as of Q2 2026.
Outfitter Financial sold 2,525 Chevron shares in Q2 2026, an estimated $470K.
Chevron made up 1.39% of Outfitter Financial's portfolio in Q2 2026, its #21 holding.
Outfitter Financial first reported a position in Chevron in Q4 2020 and has held it in 21 quarters since.
Outfitter Financial's Chevron position peaked at $3M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Outfitter Financial's 13F filing for Q2 2026, filed 10 Aug 2026.