AGWCA
CVX icon

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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's CVX Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Chevron (CVX) stake by 11% in Q1 2026, buying an estimated $265K and bringing the position to 15,232 shares worth $3.15M. The position accounts for 0.5% of the portfolio, ranked #28.

Annis Gardner Whiting Capital Advisors first reported a position in CVX in Q3 2023 and has held it in 11 quarters since. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 15,232 shares of Chevron worth $3.15M as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 1,454 Chevron shares in Q1 2026, an estimated $265K.
  • Chevron made up 0.5% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #28 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Chevron in Q3 2023 and has held it in 11 quarters since.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.