WoodTrust Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.02M | Sell |
42,336
-1,732
| -4% | -$322K | 0.83% | 30 |
|
|
2026
Q1 | $9.12M | Sell |
44,068
-1,641
| -4% | -$299K | 1.18% | 26 |
|
|
2025
Q4 | $6.97M | Sell |
45,709
-946
| -2% | -$144K | 0.81% | 35 |
|
|
2025
Q3 | $7.25M | Sell |
46,655
-257
| -0.5% | -$39.8K | 0.86% | 35 |
|
|
2025
Q2 | $6.72M | Buy |
46,912
+2,611
| +6% | +$368K | 0.85% | 36 |
|
|
2025
Q1 | $7.41M | Buy |
44,301
+3,445
| +8% | +$539K | 1.04% | 32 |
|
|
2024
Q4 | $5.92M | Sell |
40,856
-1,088
| -3% | -$167K | 0.83% | 35 |
|
|
2024
Q3 | $6.18M | Buy |
41,944
+1,612
| +4% | +$240K | 0.88% | 33 |
|
|
2024
Q2 | $6.31M | Buy |
40,332
+278
| +0.7% | +$44.3K | 0.98% | 29 |
|
|
2024
Q1 | $6.32K | Buy |
40,054
+3,108
| +8% | +$469K | 1% | 31 |
|
|
2023
Q4 | $5.51M | Sell |
36,946
-2,033
| -5% | -$307K | 0.94% | 32 |
|
|
2023
Q3 | $6.57M | Buy |
38,979
+89
| +0.2% | +$14.4K | 1.26% | 28 |
|
|
2023
Q2 | $6.12M | Buy |
38,890
+786
| +2% | +$126K | 1.13% | 29 |
|
|
2023
Q1 | $6.22M | Buy |
38,104
+155
| +0.4% | +$26K | 1.21% | 31 |
|
|
2022
Q4 | $6.81M | Sell |
37,949
-2,236
| -6% | -$390K | 1.41% | 24 |
|
|
2022
Q3 | $5.77M | Buy |
40,185
+726
| +2% | +$111K | 1.3% | 26 |
|
|
2022
Q2 | $5.71M | Sell |
39,459
-306
| -0.8% | -$50.6K | 1.28% | 27 |
|
|
2022
Q1 | $6.47M | Sell |
39,765
-828
| -2% | -$119K | 1.31% | 27 |
|
|
2021
Q4 | $4.76M | Buy |
40,593
+2,069
| +5% | +$235K | 0.99% | 33 |
|
|
2021
Q3 | $3.91M | Buy |
38,524
+6,369
| +20% | +$635K | 0.92% | 39 |
|
|
2021
Q2 | $3.37M | Buy |
32,155
+633
| +2% | +$66.8K | 0.89% | 38 |
|
|
2021
Q1 | $3.3M | Buy |
31,522
+568
| +2% | +$55.5K | 0.97% | 37 |
|
|
2020
Q4 | $2.61M | Buy |
30,954
+1,907
| +7% | +$154K | 0.82% | 37 |
|
|
2020
Q3 | $2.09M | Buy |
29,047
+758
| +3% | +$63.8K | 0.76% | 38 |
|
|
2020
Q2 | $2.52M | Buy |
28,289
+7,076
| +33% | +$634K | 1.01% | 33 |
|
|
2020
Q1 | $1.54M | Sell |
21,213
-18,201
| -46% | -$1.8M | 0.72% | 37 |
|
|
2019
Q4 | $4.75M | Sell |
39,414
-85
| -0.2% | -$10K | 1.87% | 20 |
|
|
2019
Q3 | $4.68M | Buy |
39,499
+739
| +2% | +$89.8K | 2.02% | 18 |
|
|
2019
Q2 | $4.82M | Buy |
38,760
+1,503
| +4% | +$182K | 2.17% | 16 |
|
|
2019
Q1 | $4.59M | Buy |
37,257
+6,833
| +22% | +$808K | 2.19% | 17 |
|
|
2018
Q4 | $3.31M | Buy |
30,424
+11,537
| +61% | +$1.34M | 1.87% | 20 |
|
|
2018
Q3 | $2.31M | Buy |
18,887
+711
| +4% | +$86.3K | 1.12% | 34 |
|
|
2018
Q2 | $2.3M | Sell |
18,176
-724
| -4% | -$89.9K | 1.21% | 31 |
|
|
2018
Q1 | $2.16M | Buy |
18,900
+174
| +0.9% | +$20.8K | 1.16% | 34 |
|
|
2017
Q4 | $2.34M | Buy |
+18,726
| New | +$2.22M | 1.25% | 33 |
|
Other funds holding CVX
FWCM
DC
CIM
RG
CAI
WoodTrust Financial's CVX Position: Q2 2026 in Review
WoodTrust Financial reduced its Chevron (CVX) stake by 3.9% in Q2 2026, selling an estimated $322K and leaving 42,336 shares worth $7.02M. The position accounts for 0.83% of the portfolio, ranked #30.
WoodTrust Financial first reported a position in CVX in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.12M in Q1 2026. 1,531 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- WoodTrust Financial held 42,336 shares of Chevron worth $7.02M as of Q2 2026.
- WoodTrust Financial sold 1,732 Chevron shares in Q2 2026, an estimated $322K.
- Chevron made up 0.83% of WoodTrust Financial's portfolio in Q2 2026, its #30 holding.
- WoodTrust Financial first reported a position in Chevron in Q4 2017 and has held it in 35 quarters since.
- WoodTrust Financial's Chevron position peaked at $9.12M in Q1 2026.
- 1,531 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.