WorthPointe’s Chevron CVX Stock Holding History

WorthPointe’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	$1.29M	Buy	7,769 +2,293	+42%	+$427K	0.32%	46
2026 Q1	$1.13M	Sell	5,476 -111	-2%	-$20.2K	0.31%	51
2025 Q4	$852K	Buy	5,587 +310	+6%	+$47.2K	0.22%	66
2025 Q3	$820K	Buy	5,277 +179	+4%	+$27.7K	0.31%	43
2025 Q2	$730K	Sell	5,098 -37	-0.7%	-$5.22K	0.31%	39
2025 Q1	$859K	Sell	5,135 -4	-0.1%	-$626	0.38%	34
2024 Q4	$744K	Buy	5,139 +16	+0.3%	+$2.45K	0.3%	38
2024 Q3	$754K	Sell	5,123 -21	-0.4%	-$3.13K	0.32%	35
2024 Q2	$805K	Buy	5,144 +1	+0%	+$159	0.37%	34
2024 Q1	$811K	Buy	5,143 +26	+0.5%	+$3.92K	0.41%	27
2023 Q4	$763K	Sell	5,117 -340	-6%	-$51.4K	0.39%	35
2023 Q3	$920K	Buy	5,457 +410	+8%	+$66.2K	0.54%	26
2023 Q2	$794K	Sell	5,047 -767	-13%	-$123K	0.48%	29
2023 Q1	$949K	Sell	5,814 -35	-0.6%	-$5.87K	0.62%	23
2022 Q4	$1.05M	Buy	5,849 +85	+1%	+$14.8K	0.71%	22
2022 Q3	$828K	Buy	5,764 +1	+0%	+$153	0.7%	20
2022 Q2	$834K	Buy	5,763 +3	+0.1%	+$496	0.7%	18
2022 Q1	$938K	Sell	5,760 -14,881	-72%	-$2.13M	0.75%	17
2021 Q4	$2.16M	Buy	+20,641	New	+$2.34M	1.92%	10

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

WorthPointe's CVX Position: Q2 2026 in Review

WorthPointe increased its Chevron (CVX) stake by 42% in Q2 2026, buying an estimated $427K and bringing the position to 7,769 shares worth $1.29M. The position accounts for 0.32% of the portfolio, ranked #46.

WorthPointe first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.16M in Q4 2021. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

WorthPointe held 7,769 shares of Chevron worth $1.29M as of Q2 2026.
WorthPointe bought 2,293 Chevron shares in Q2 2026, an estimated $427K.
Chevron made up 0.32% of WorthPointe's portfolio in Q2 2026, its #46 holding.
WorthPointe first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
WorthPointe's Chevron position peaked at $2.16M in Q4 2021.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.