WFA of San Diego’s Chevron CVX Stock Holding History

WFA of San Diego’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	$402K	Sell	2,031 -20	-1%	-$3.72K	0.33%	57
2026 Q1	$424K	Sell	2,051 -30	-1%	-$5.47K	0.34%	54
2025 Q4	$317K	Sell	2,081 -286	-12%	-$43.6K	0.23%	73
2025 Q3	$368K	Sell	2,367 -65	-3%	-$10.1K	0.25%	68
2025 Q2	$348K	Buy	+2,432	New	+$343K	0.26%	69
2024 Q3	$321K	Hold	2,179	–	–	0.27%	75
2024 Q2	$341K	Buy	+2,179	New	+$347K	0.3%	65
2023 Q3	$367K	Sell	2,179 -250	-10%	-$40.4K	0.38%	55
2023 Q2	$382K	Sell	2,429 -96	-4%	-$15.4K	0.38%	52
2023 Q1	$412K	Buy	2,525 +88	+4%	+$14.8K	0.43%	49
2022 Q4	$437K	Hold	2,437	–	–	0.33%	60
2022 Q3	$350K	Sell	2,437 -54	-2%	-$8.23K	0.32%	64
2022 Q2	$361K	Sell	2,491 -300	-11%	-$49.6K	0.31%	59
2022 Q1	$454K	Sell	2,791 -316	-10%	-$45.3K	0.35%	61
2021 Q4	$365K	Sell	3,107 -169	-5%	-$19.2K	0.21%	83
2021 Q3	$332K	Sell	3,276 -415	-11%	-$41.4K	0.23%	78
2021 Q2	$387K	Hold	3,691	–	–	0.3%	62
2021 Q1	$387K	Buy	+3,691	New	+$360K	0.32%	62
2020 Q4	–	Sell	-3,941	Closed	-$283K	–	97
2020 Q3	$283K	Sell	3,941 -18,333	-82%	-$1.54M	0.27%	64
2020 Q2	$2.43M	Buy	+22,274	New	+$1.99M	0.57%	31

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WFA of San Diego's CVX Position: Q2 2026 in Review

WFA of San Diego reduced its Chevron (CVX) stake by 0.98% in Q2 2026, selling an estimated $3.72K and leaving 2,031 shares worth $402K. The position accounts for 0.33% of the portfolio, ranked #57.

WFA of San Diego first reported a position in CVX in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.43M in Q2 2020. 4,142 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

WFA of San Diego held 2,031 shares of Chevron worth $402K as of Q2 2026.
WFA of San Diego sold 20 Chevron shares in Q2 2026, an estimated $3.72K.
Chevron made up 0.33% of WFA of San Diego's portfolio in Q2 2026, its #57 holding.
WFA of San Diego first reported a position in Chevron in Q2 2020 and has held it in 20 quarters since.
WFA of San Diego's Chevron position peaked at $2.43M in Q2 2020.
4,142 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.