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Pathfinder Wealth Consulting’s Chevron CVX Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-2,192
Closed -$453K – 25
2026
Q1 		$453K Sell
2,192
-341
-13% -$62.2K 0.29% 82
2025
Q4 		$386K Buy
+2,533
New +$386K 0.24% 93

Other funds holding CVX

Fisher Asset Management
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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 22.96% 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
HighTower Advisors
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
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Pathfinder Wealth Consulting's CVX Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Chevron (CVX) in Q2 2026, closing a stake of 2,192 shares — an estimated $453K sold.

Pathfinder Wealth Consulting first reported a position in CVX in Q4 2025 and held it in 2 quarters. The position peaked at $453K in Q1 2026. 2,468 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 2,192 Chevron shares in Q2 2026, an estimated $453K.
  • Pathfinder Wealth Consulting first reported a position in Chevron in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Chevron position peaked at $453K in Q1 2026.
  • 2,468 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.