Vawter Financial’s Chevron CVX Stock Holding History

Vawter 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	$460K	Buy	2,773 +1	+0%	+$186	0.17%	71
2026 Q1	$573K	Buy	2,772 +2	+0.1%	+$365	0.24%	54
2025 Q4	$422K	Sell	2,770 -17	-0.6%	-$2.59K	0.18%	76
2025 Q3	$433K	Buy	+2,787	New	+$432K	0.2%	75
2025 Q2	–	Sell	-1,831	Closed	-$306K	–	37
2025 Q1	$306K	Buy	1,831 +14	+0.8%	+$2.19K	0.17%	76
2024 Q4	$263K	Hold	1,817	–	–	0.16%	82
2024 Q3	$268K	Buy	1,817 +200	+12%	+$29.8K	0.16%	80
2024 Q2	$253K	Hold	1,617	–	–	0.17%	78
2024 Q1	$255K	Hold	1,617	–	–	0.19%	74
2023 Q4	$241K	Buy	+1,617	New	+$245K	0.19%	69
2023 Q3	–	Sell	-1,510	Closed	-$238K	–	63
2023 Q2	$238K	Hold	1,510	–	–	0.21%	67
2023 Q1	$246K	Buy	+1,510	New	+$253K	0.25%	48

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vawter Financial's CVX Position: Q2 2026 in Review

Vawter Financial increased its Chevron (CVX) stake by 0.04% in Q2 2026, buying an estimated $186 and bringing the position to 2,773 shares worth $460K. The position accounts for 0.17% of the portfolio, ranked #71.

Vawter Financial first reported a position in CVX in Q1 2023 and has held it in 12 quarters since. The position peaked at $573K in Q1 2026. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Vawter Financial held 2,773 shares of Chevron worth $460K as of Q2 2026.
Vawter Financial bought 1 Chevron share in Q2 2026, an estimated $186.
Chevron made up 0.17% of Vawter Financial's portfolio in Q2 2026, its #71 holding.
Vawter Financial first reported a position in Chevron in Q1 2023 and has held it in 12 quarters since.
Vawter Financial's Chevron position peaked at $573K in Q1 2026.
1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.