Scissortail Wealth Management’s Chevron CVX Stock Holding History

Scissortail Wealth Management’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	$317K	Sell	1,913 -3,301	-63%	-$614K	0.06%	89
2026 Q1	$1.08M	Sell	5,214 -75	-1%	-$13.7K	0.22%	69
2025 Q4	$806K	Hold	5,289	–	–	0.18%	68
2025 Q3	$821K	Buy	5,289 +179	+4%	+$27.7K	0.18%	73
2025 Q2	$732K	Buy	5,110 +57	+1%	+$8.04K	0.18%	73
2025 Q1	$845K	Buy	5,053 +8	+0.2%	+$1.25K	0.22%	69
2024 Q4	$731K	Buy	5,045 +5,024	+23,924%	+$769K	0.19%	78
2024 Q3	$748K	Sell	21 -6,024	-100%	-$897K	0.18%	74
2024 Q2	$946K	Sell	6,045 -4	-0.1%	-$638	0.24%	69
2024 Q1	$954K	Buy	+6,049	New	+$913K	0.25%	68
2022 Q4	–	Sell	-4,464	Closed	-$797K	–	129
2022 Q3	$797K	Buy	4,464 +422	+10%	+$64.4K	0.41%	47
2022 Q2	$474K	Sell	4,042 -222	-5%	-$36.7K	0.18%	61
2022 Q1	$678K	Buy	4,264 +222	+5%	+$31.8K	0.33%	55
2021 Q4	$474K	Buy	+4,042	New	+$459K	0.18%	61

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

Scissortail Wealth Management's CVX Position: Q2 2026 in Review

Scissortail Wealth Management reduced its Chevron (CVX) stake by 63% in Q2 2026, selling an estimated $614K and leaving 1,913 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #89.

Scissortail Wealth Management first reported a position in CVX in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2026. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Scissortail Wealth Management held 1,913 shares of Chevron worth $317K as of Q2 2026.
Scissortail Wealth Management sold 3,301 Chevron shares in Q2 2026, an estimated $614K.
Chevron made up 0.06% of Scissortail Wealth Management's portfolio in Q2 2026, its #89 holding.
Scissortail Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 14 quarters since.
Scissortail Wealth Management's Chevron position peaked at $1.08M in Q1 2026.
4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.