Waterway Wealth Management’s Chevron CVX Stock Holding History

Waterway 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	$210K	Sell	1,268 -357	-22%	-$66.4K	0.04%	93
2026 Q1	$336K	Buy	1,625 +210	+15%	+$38.3K	0.07%	81
2025 Q4	$216K	Buy	1,415 +123	+10%	+$18.7K	0.05%	81
2025 Q3	$201K	Sell	1,292 -2,546	-66%	-$394K	0.05%	81
2025 Q2	$550K	Sell	3,838 -4,205	-52%	-$593K	0.17%	59
2025 Q1	$1.35M	Buy	8,043 +363	+5%	+$56.8K	0.56%	20
2024 Q4	$1.11M	Buy	7,680 +603	+9%	+$92.3K	0.49%	23
2024 Q3	$1.04M	Buy	7,077 +358	+5%	+$53.3K	0.45%	23
2024 Q2	$1.05M	Buy	6,719 +1,164	+21%	+$186K	0.52%	21
2024 Q1	$876K	Buy	5,555 +1,229	+28%	+$185K	0.39%	18
2023 Q4	$645K	Buy	+4,326	New	+$654K	0.27%	25

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Waterway Wealth Management reduced its Chevron (CVX) stake by 22% in Q2 2026, selling an estimated $66.4K and leaving 1,268 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #93.

Waterway Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q1 2025. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Waterway Wealth Management held 1,268 shares of Chevron worth $210K as of Q2 2026.
Waterway Wealth Management sold 357 Chevron shares in Q2 2026, an estimated $66.4K.
Chevron made up 0.04% of Waterway Wealth Management's portfolio in Q2 2026, its #93 holding.
Waterway Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Waterway Wealth Management's Chevron position peaked at $1.35M in Q1 2025.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.