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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
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

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

Waypoint Wealth Counsel's CVX Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Chevron (CVX) stake by 9.3% in Q1 2026, selling an estimated $38.8K and leaving 2,071 shares worth $428K. The position accounts for 0.22% of the portfolio, ranked #95.

Waypoint Wealth Counsel first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.18M in Q4 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Waypoint Wealth Counsel held 2,071 shares of Chevron worth $428K as of Q1 2026.
  • Waypoint Wealth Counsel sold 213 Chevron shares in Q1 2026, an estimated $38.8K.
  • Chevron made up 0.22% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #95 holding.
  • Waypoint Wealth Counsel first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Waypoint Wealth Counsel's Chevron position peaked at $1.18M in Q4 2022.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.