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Wood Tarver Financial Group’s Chevron CVX Stock Holding History

Wood Tarver Financial Group’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 		$264K Sell
1,596
-143
-8% -$26.6K 0.06% 141
2026
Q1 		$359K Buy
1,739
+107
+7% +$19.5K 0.1% 112
2025
Q4 		$248K Sell
1,632
-8
-0.5% -$1.22K 0.07% 137
2025
Q3 		$254K Buy
1,640
+48
+3% +$7.43K 0.08% 131
2025
Q2 		$227K Sell
1,592
-208
-12% -$29.3K 0.07% 131
2025
Q1 		$301K Buy
1,800
+1
+0.1% +$157 0.1% 107
2024
Q4 		$260K Buy
+1,799
New +$275K 0.09% 114

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wood Tarver Financial Group's CVX Position: Q2 2026 in Review

Wood Tarver Financial Group reduced its Chevron (CVX) stake by 8.2% in Q2 2026, selling an estimated $26.6K and leaving 1,596 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #141.

Wood Tarver Financial Group first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $359K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wood Tarver Financial Group held 1,596 shares of Chevron worth $264K as of Q2 2026.
  • Wood Tarver Financial Group sold 143 Chevron shares in Q2 2026, an estimated $26.6K.
  • Chevron made up 0.06% of Wood Tarver Financial Group's portfolio in Q2 2026, its #141 holding.
  • Wood Tarver Financial Group first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Wood Tarver Financial Group's Chevron position peaked at $359K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.