Wolff Financial Management’s Chevron CVX Stock Holding History

Wolff Financial Management’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	$1.31M	Buy	7,903 +4	+0.1%	+$745	0.26%	39
2026 Q1	$1.63M	Buy	7,899 +3	+0%	+$547	0.36%	28
2025 Q4	$1.2M	Buy	7,896 +3	+0%	+$457	0.27%	35
2025 Q3	$1.23M	Sell	7,893 -2	-0%	-$310	0.28%	36
2025 Q2	$1.13M	Sell	7,895 -953	-11%	-$134K	0.29%	36
2025 Q1	$1.48M	Buy	8,848 +3	+0%	+$470	0.41%	30
2024 Q4	$1.28M	Sell	8,845 -4	-0%	-$612	0.36%	31
2024 Q3	$1.3M	Buy	+8,849	New	+$1.32M	0.35%	34
2024 Q2	–	Sell	-8,843	Closed	-$1.4M	–	47
2024 Q1	$1.4M	Buy	8,843 +4	+0%	+$604	0.41%	33
2023 Q4	$1.32M	Buy	8,839 +3	+0%	+$454	0.41%	35
2023 Q3	$1.49M	Buy	+8,836	New	+$1.43M	0.51%	25
2023 Q2	–	Sell	-8,830	Closed	-$1.44M	–	46
2023 Q1	$1.44M	Buy	8,830 +2	+0%	+$335	0.5%	34
2022 Q4	$1.58M	Buy	8,828 +3	+0%	+$524	0.59%	30
2022 Q3	$1.27M	Buy	8,825 +2	+0%	+$305	0.58%	33
2022 Q2	$1.28M	Buy	8,823 +10	+0.1%	+$1.65K	0.57%	36
2022 Q1	$1.44M	Buy	8,813 +2	+0%	+$287	0.57%	36
2021 Q4	$1.03M	Buy	+8,811	New	+$1M	0.39%	45
2021 Q1	$632K	Sell	6,034 -48	-0.8%	-$4.69K	0.29%	55
2020 Q4	$514K	Sell	6,082 -338	-5%	-$27.4K	0.27%	58
2020 Q3	$462K	Buy	6,420 +576	+10%	+$48.4K	0.27%	58
2020 Q2	$521K	Sell	5,844 -96	-2%	-$8.6K	0.33%	53
2020 Q1	$430K	Buy	5,940 +2,638	+80%	+$261K	0.32%	54
2019 Q4	$398K	Buy	3,302 +155	+5%	+$18.3K	0.26%	61
2019 Q3	$373K	Sell	3,147 -145	-4%	-$17.6K	0.27%	61
2019 Q2	$410K	Buy	3,292 +146	+5%	+$17.7K	0.32%	55
2019 Q1	$387K	Buy	3,146 +2	+0.1%	+$237	0.32%	59
2018 Q4	$342K	Buy	+3,144	New	+$364K	0.33%	60

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wolff Financial Management's CVX Position: Q2 2026 in Review

Wolff Financial Management increased its Chevron (CVX) stake by 0.05% in Q2 2026, buying an estimated $745 and bringing the position to 7,903 shares worth $1.31M. The position accounts for 0.26% of the portfolio, ranked #39.

Wolff Financial Management first reported a position in CVX in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.63M in Q1 2026. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Wolff Financial Management held 7,903 shares of Chevron worth $1.31M as of Q2 2026.
Wolff Financial Management bought 4 Chevron shares in Q2 2026, an estimated $745.
Chevron made up 0.26% of Wolff Financial Management's portfolio in Q2 2026, its #39 holding.
Wolff Financial Management first reported a position in Chevron in Q4 2018 and has held it in 27 quarters since.
Wolff Financial Management's Chevron position peaked at $1.63M in Q1 2026.
2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.