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Pathway Financial Advisers’s Chevron CVX Stock Holding History

Pathway Financial Advisers’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
Q1 		$6.27M Buy
30,317
+1,642
+6% +$299K 1.77% 10
2025
Q4 		$4.37M Buy
28,675
+77
+0.3% +$11.7K 1.27% 23
2025
Q3 		$4.42M Buy
28,598
+660
+2% +$102K 1.29% 21
2025
Q2 		$4M Buy
27,938
+353
+1% +$49.8K 1.29% 23
2025
Q1 		$4.61M Buy
27,585
+600
+2% +$93.9K 1.58% 16
2024
Q4 		$3.91M Sell
26,985
-3,874,360
-99% -$593M 1.31% 23
2024
Q3 		$26.5K Buy
3,901,345
+3,876,731
+15,750% +$577M 0.01% 228
2024
Q2 		$3.83M Buy
24,614
+372
+2% +$59.3K 1.37% 20
2024
Q1 		$3.82M Buy
24,242
+556
+2% +$83.9K 1.38% 19
2023
Q4 		$3.53M Buy
23,686
+464
+2% +$70.2K 1.35% 19
2023
Q3 		$3.92M Buy
+23,222
New +$3.75M 1.62% 11
2023
Q1 		$3.63M Sell
22,223
-3,494
-14% -$586K 1.46% 15
2022
Q4 		$4.62M Buy
+25,717
New +$4.49M 1.87% 8

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pathway Financial Advisers's CVX Position: Q1 2026 in Review

Pathway Financial Advisers increased its Chevron (CVX) stake by 5.7% in Q1 2026, buying an estimated $299K and bringing the position to 30,317 shares worth $6.27M. The position accounts for 1.77% of the portfolio, ranked #10.

Pathway Financial Advisers first reported a position in CVX in Q4 2022 and has held it in 13 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Pathway Financial Advisers held 30,317 shares of Chevron worth $6.27M as of Q1 2026.
  • Pathway Financial Advisers bought 1,642 Chevron shares in Q1 2026, an estimated $299K.
  • Chevron made up 1.77% of Pathway Financial Advisers's portfolio in Q1 2026, its #10 holding.
  • Pathway Financial Advisers first reported a position in Chevron in Q4 2022 and has held it in 13 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.