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Walker Financial Services’s Chevron CVX Stock Holding History

Walker Financial Services’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 		$238K Sell
1,436
-69
-5% -$12.8K 0.07% 42
2026
Q1 		$311K Sell
1,505
-1,295
-46% -$236K 0.11% 38
2025
Q4 		$427K Buy
2,800
+1,317
+89% +$201K 0.15% 32
2025
Q3 		$230K Sell
1,483
-225
-13% -$34.8K 0.09% 40
2025
Q2 		$245K Sell
1,708
-31
-2% -$4.37K 0.11% 32
2025
Q1 		$291K Sell
1,739
-333
-16% -$52.1K 0.15% 23
2024
Q4 		$300K Buy
2,072
+19
+0.9% +$2.91K 0.17% 22
2024
Q3 		$302K Buy
2,053
+213
+12% +$31.7K 0.2% 23
2024
Q2 		$288K Buy
1,840
+90
+5% +$14.4K 0.23% 21
2024
Q1 		$276K Buy
1,750
+9
+0.5% +$1.36K 0.23% 22
2023
Q4 		$260K Buy
1,741
+254
+17% +$38.4K 0.27% 21
2023
Q3 		$251K Sell
1,487
-97
-6% -$15.7K 0.24% 21
2023
Q2 		$249K Buy
1,584
+17
+1% +$2.73K 0.25% 22
2023
Q1 		$256K Hold
1,567
– – 0.26% 21
2022
Q4 		$256K Buy
+1,567
New +$273K 0.26% 21
2022
Q2 		– Sell
-1,248
Closed -$203K – 27
2022
Q1 		$203K Buy
+1,248
New +$179K 0.19% 25

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Walker Financial Services's CVX Position: Q2 2026 in Review

Walker Financial Services reduced its Chevron (CVX) stake by 4.6% in Q2 2026, selling an estimated $12.8K and leaving 1,436 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #42.

Walker Financial Services first reported a position in CVX in Q1 2022 and has held it in 16 quarters since. The position peaked at $427K in Q4 2025. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Walker Financial Services held 1,436 shares of Chevron worth $238K as of Q2 2026.
  • Walker Financial Services sold 69 Chevron shares in Q2 2026, an estimated $12.8K.
  • Chevron made up 0.07% of Walker Financial Services's portfolio in Q2 2026, its #42 holding.
  • Walker Financial Services first reported a position in Chevron in Q1 2022 and has held it in 16 quarters since.
  • Walker Financial Services's Chevron position peaked at $427K in Q4 2025.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.