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Waypoint Wealth Partners’s Chevron CVX Stock Holding History

Waypoint Wealth Partners’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
2025
Q2 		$345K Buy
2,411
+776
+47% +$109K 0.08% 64
2025
Q1 		$274K Buy
1,635
+184
+13% +$28.8K 0.08% 57
2024
Q4 		$210K Sell
1,451
-35
-2% -$5.36K 0.06% 62
2024
Q3 		$219K Sell
1,486
-2,039
-58% -$303K 0.06% 63
2024
Q2 		$551K Buy
+3,525
New +$562K 0.16% 35

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waypoint Wealth Partners's CVX Position: Q2 2025 in Review

Waypoint Wealth Partners increased its Chevron (CVX) stake by 47% in Q2 2025, buying an estimated $109K and bringing the position to 2,411 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #64.

Waypoint Wealth Partners first reported a position in CVX in Q2 2024 and has held it in 5 quarters since. The position peaked at $551K in Q2 2024. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Waypoint Wealth Partners held 2,411 shares of Chevron worth $345K as of Q2 2025.
  • Waypoint Wealth Partners bought 776 Chevron shares in Q2 2025, an estimated $109K.
  • Chevron made up 0.08% of Waypoint Wealth Partners's portfolio in Q2 2025, its #64 holding.
  • Waypoint Wealth Partners first reported a position in Chevron in Q2 2024 and has held it in 5 quarters since.
  • Waypoint Wealth Partners's Chevron position peaked at $551K in Q2 2024.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.