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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wayfinding Financial's CVX Position: Q1 2026 in Review

Wayfinding Financial increased its Chevron (CVX) stake by 3.7% in Q1 2026, buying an estimated $25.2K and bringing the position to 3,856 shares worth $797K. The position accounts for 0.35% of the portfolio, ranked #54.

Wayfinding Financial first reported a position in CVX in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.06M in Q3 2023. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wayfinding Financial held 3,856 shares of Chevron worth $797K as of Q1 2026.
  • Wayfinding Financial bought 138 Chevron shares in Q1 2026, an estimated $25.2K.
  • Chevron made up 0.35% of Wayfinding Financial's portfolio in Q1 2026, its #54 holding.
  • Wayfinding Financial first reported a position in Chevron in Q4 2021 and has held it in 17 quarters since.
  • Wayfinding Financial's Chevron position peaked at $1.06M in Q3 2023.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.