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 Q2	$5.07M	Buy	30,588 +271	+0.9%	+$50.4K	1.28%	18
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	Buy	26,985 +26,805	+14,892%	+$4.1M	1.31%	23
2024 Q3	$26.5K	Sell	180 -24,434	-99%	-$3.64M	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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Pathway Financial Advisers's CVX Position: Q2 2026 in Review

Pathway Financial Advisers increased its Chevron (CVX) stake by 0.89% in Q2 2026, buying an estimated $50.4K and bringing the position to 30,588 shares worth $5.07M. The position accounts for 1.28% of the portfolio, ranked #18.

Pathway Financial Advisers first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.27M in Q1 2026. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Pathway Financial Advisers held 30,588 shares of Chevron worth $5.07M as of Q2 2026.
Pathway Financial Advisers bought 271 Chevron shares in Q2 2026, an estimated $50.4K.
Chevron made up 1.28% of Pathway Financial Advisers's portfolio in Q2 2026, its #18 holding.
Pathway Financial Advisers first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
Pathway Financial Advisers's Chevron position peaked at $6.27M in Q1 2026.
4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.