Annis Gardner Whiting Capital Advisors’s Chevron CVX Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$2.48M	Sell	14,951 -281	-2%	-$52.3K	0.37%	43
2026 Q1	$3.15M	Buy	15,232 +1,454	+11%	+$265K	0.5%	28
2025 Q4	$2.1M	Buy	13,778 +3,616	+36%	+$551K	0.4%	41
2025 Q3	$1.58M	Buy	10,162 +204	+2%	+$31.6K	0.33%	51
2025 Q2	$1.43M	Buy	9,958 +70	+0.7%	+$9.87K	0.49%	39
2025 Q1	$1.65M	Buy	9,888 +539	+6%	+$84.4K	0.7%	26
2024 Q4	$1.35M	Buy	9,349 +279	+3%	+$42.7K	0.38%	50
2024 Q3	$1.34M	Buy	9,070 +27	+0.3%	+$4.02K	0.38%	49
2024 Q2	$1.41M	Buy	9,043 +6,452	+249%	+$1.03M	0.4%	44
2024 Q1	$409K	Buy	2,591 +410	+19%	+$61.9K	0.15%	116
2023 Q4	$325K	Buy	2,181 +347	+19%	+$52.5K	0.14%	116
2023 Q3	$309K	Buy	+1,834	New	+$296K	0.17%	106

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

Annis Gardner Whiting Capital Advisors's CVX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Chevron (CVX) stake by 1.8% in Q2 2026, selling an estimated $52.3K and leaving 14,951 shares worth $2.48M. The position accounts for 0.37% of the portfolio, ranked #43.

Annis Gardner Whiting Capital Advisors first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.15M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 14,951 shares of Chevron worth $2.48M as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 281 Chevron shares in Q2 2026, an estimated $52.3K.
Chevron made up 0.37% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #43 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's Chevron position peaked at $3.15M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.