WD Rutherford
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WD Rutherford’s Chevron CVX Stock Holding History

WD Rutherford’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
Q3 		$4.56M Sell
22,352
-1,450
-6% -$286K 1.73% 24
2026
Q2 		$3.95M Sell
23,802
-299
-1% -$55.7K 1.43% 32
2026
Q1 		$4.99M Sell
24,101
-1,824
-7% -$333K 2.22% 15
2025
Q4 		$3.95M Sell
25,925
-879
-3% -$134K 1.65% 28
2025
Q3 		$4.16M Sell
26,804
-150
-0.6% -$23.2K 1.77% 24
2025
Q2 		$3.86M Sell
26,954
-555
-2% -$78.2K 1.78% 25
2025
Q1 		$3.7M Buy
27,509
+4
+0% +$626 1.97% 22
2024
Q4 		$3.98M Sell
27,505
-277
-1% -$42.4K 1.89% 21
2024
Q3 		$4.09M Buy
27,782
+4,050
+17% +$603K 2% 18
2024
Q2 		$3.71M Buy
23,732
+141
+0.6% +$22.5K 1.86% 19
2024
Q1 		$3.72M Buy
23,591
+1,921
+9% +$290K 1.93% 23
2023
Q4 		$3.09M Buy
21,670
+85
+0.4% +$12.9K 1.8% 26
2023
Q3 		$3.64M Buy
21,585
+1,761
+9% +$284K 2.5% 10
2023
Q2 		$3.12M Sell
19,824
-20
-0.1% -$3.21K 1.99% 23
2023
Q1 		$3.24M Sell
19,844
-50
-0.3% -$8.38K 2.28% 18
2022
Q4 		$3.57M Sell
19,894
-200
-1% -$34.9K 2.8% 9
2022
Q3 		$2.89M Buy
20,094
+8,270
+70% +$1.26M 2.32% 15
2022
Q2 		$1.71M Buy
11,824
+815
+7% +$135K 1.32% 33
2022
Q1 		$1.79M Buy
11,009
+9,784
+799% +$1.4M 1.02% 38
2021
Q4 		$144K Hold
1,225
– – 0.07% 85
2021
Q3 		$124K Buy
1,225
+250
+26% +$24.9K 0.07% 87
2021
Q2 		$102K Buy
+975
New +$103K 0.06% 90

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WD Rutherford's CVX Position: Q3 2026 in Review

WD Rutherford reduced its Chevron (CVX) stake by 6.1% in Q3 2026, selling an estimated $286K and leaving 22,352 shares worth $4.56M. The position accounts for 1.73% of the portfolio, ranked #24.

WD Rutherford first reported a position in CVX in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.99M in Q1 2026. 2,127 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • WD Rutherford held 22,352 shares of Chevron worth $4.56M as of Q3 2026.
  • WD Rutherford sold 1,450 Chevron shares in Q3 2026, an estimated $286K.
  • Chevron made up 1.73% of WD Rutherford's portfolio in Q3 2026, its #24 holding.
  • WD Rutherford first reported a position in Chevron in Q2 2021 and has held it in 22 quarters since.
  • WD Rutherford's Chevron position peaked at $4.99M in Q1 2026.
  • 2,127 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.