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Waypoint Wealth Counsel’s Chevron CVX Stock Holding History

Waypoint Wealth Counsel’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 		$310K Sell
1,870
-201
-10% -$37.4K 0.19% 96
2026
Q1 		$428K Sell
2,071
-213
-9% -$38.8K 0.22% 95
2025
Q4 		$348K Sell
2,284
-330
-13% -$50.3K 0.13% 164
2025
Q3 		$406K Buy
2,614
+608
+30% +$94.2K 0.16% 126
2025
Q2 		$287K Sell
2,006
-319
-14% -$45K 0.14% 123
2025
Q1 		$389K Buy
2,325
+98
+4% +$15.3K 0.24% 64
2024
Q4 		$323K Buy
2,227
+57
+3% +$8.72K 0.21% 67
2024
Q3 		$320K Sell
2,170
-218
-9% -$32.4K 0.22% 73
2024
Q2 		$374K Sell
2,388
-196
-8% -$31.3K 0.29% 54
2024
Q1 		$408K Sell
2,584
-124
-5% -$18.7K 0.31% 53
2023
Q4 		$404K Sell
2,708
-647
-19% -$97.9K 0.34% 53
2023
Q3 		$566K Buy
3,355
+30
+0.9% +$4.85K 0.53% 40
2023
Q2 		$523K Sell
3,325
-3,316
-50% -$532K 0.47% 40
2023
Q1 		$1.08M Buy
6,641
+71
+1% +$11.9K 0.84% 29
2022
Q4 		$1.18M Buy
+6,570
New +$1.15M 0.95% 26

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

Waypoint Wealth Counsel's CVX Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Chevron (CVX) stake by 9.7% in Q2 2026, selling an estimated $37.4K and leaving 1,870 shares worth $310K. The position accounts for 0.19% of the portfolio, ranked #96.

Waypoint Wealth Counsel first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q4 2022. 4,124 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Waypoint Wealth Counsel held 1,870 shares of Chevron worth $310K as of Q2 2026.
  • Waypoint Wealth Counsel sold 201 Chevron shares in Q2 2026, an estimated $37.4K.
  • Chevron made up 0.19% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #96 holding.
  • Waypoint Wealth Counsel first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Waypoint Wealth Counsel's Chevron position peaked at $1.18M in Q4 2022.
  • 4,124 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.