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Wayfinding Financial’s Chevron CVX Stock Holding History

Wayfinding 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 		$620K Sell
3,742
-114
-3% -$21.2K 0.23% 75
2026
Q1 		$797K Buy
3,856
+138
+4% +$25.2K 0.35% 54
2025
Q4 		$566K Sell
3,718
-233
-6% -$35.5K 0.24% 72
2025
Q3 		$613K Buy
3,951
+12
+0.3% +$1.86K 0.26% 64
2025
Q2 		$595K Buy
3,939
+38
+1% +$5.36K 0.27% 64
2025
Q1 		$652K Buy
3,901
+338
+9% +$52.9K 0.29% 64
2024
Q4 		$516K Buy
+3,563
New +$545K 0.28% 65
2024
Q3 		– Sell
-4,688
Closed -$733K – 60
2024
Q2 		$733K Sell
4,688
-1,427
-23% -$228K 0.41% 49
2024
Q1 		$994K Sell
6,115
-106
-2% -$16K 0.58% 37
2023
Q4 		$927K Sell
6,221
-132
-2% -$20K 0.63% 34
2023
Q3 		$1.06M Buy
6,353
+118
+2% +$19.1K 0.8% 25
2023
Q2 		$990K Buy
6,235
+326
+6% +$52.3K 0.69% 27
2023
Q1 		$964K Buy
5,909
+1,038
+21% +$174K 0.73% 28
2022
Q4 		$659K Sell
4,871
-478
-9% -$83.4K 0.53% 36
2022
Q3 		$768K Buy
5,349
+133
+3% +$20.3K 0.72% 24
2022
Q2 		$755K Sell
5,216
-50
-0.9% -$8.27K 0.66% 26
2022
Q1 		$898K Buy
5,266
+395
+8% +$56.6K 0.75% 23
2021
Q4 		$659K Buy
+4,871
New +$553K 0.53% 36

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wayfinding Financial's CVX Position: Q2 2026 in Review

Wayfinding Financial reduced its Chevron (CVX) stake by 3% in Q2 2026, selling an estimated $21.2K and leaving 3,742 shares worth $620K. The position accounts for 0.23% of the portfolio, ranked #75.

Wayfinding Financial first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q3 2023. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wayfinding Financial held 3,742 shares of Chevron worth $620K as of Q2 2026.
  • Wayfinding Financial sold 114 Chevron shares in Q2 2026, an estimated $21.2K.
  • Chevron made up 0.23% of Wayfinding Financial's portfolio in Q2 2026, its #75 holding.
  • Wayfinding Financial first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • Wayfinding Financial's Chevron position peaked at $1.06M in Q3 2023.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.