First Heartland Consultants’s Chevron CVX Stock Holding History

First Heartland Consultants’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	$777K	Buy	4,685 +547	+13%	+$102K	0.05%	251
2026 Q1	$856K	Sell	4,138 -699	-14%	-$127K	0.07%	204
2025 Q4	$737K	Buy	4,837 +66	+1%	+$10.1K	0.06%	219
2025 Q3	$741K	Buy	4,771 +200	+4%	+$31K	0.06%	210
2025 Q2	$655K	Buy	4,571 +574	+14%	+$80.9K	0.06%	225
2025 Q1	$669K	Sell	3,997 -138	-3%	-$21.6K	0.07%	195
2024 Q4	$599K	Buy	4,135 +338	+9%	+$51.7K	0.06%	209
2024 Q3	$559K	Sell	3,797 -628	-14%	-$93.5K	0.06%	217
2024 Q2	$692	Buy	4,425 +9	+0.2%	+$1.44K	0.05%	211
2024 Q1	$697K	Buy	4,416 +62	+1%	+$9.36K	0.07%	206
2023 Q4	$649K	Buy	4,354 +494	+13%	+$74.7K	0.08%	180
2023 Q3	$651K	Buy	3,860 +22	+0.6%	+$3.55K	0.08%	180
2023 Q2	$604K	Sell	3,838 -643	-14%	-$103K	0.08%	181
2023 Q1	$731K	Sell	4,481 -2,203	-33%	-$369K	0.11%	162
2022 Q4	$1.2M	Buy	6,684 +465	+7%	+$81.1K	0.19%	116
2022 Q3	$893	Buy	6,219 +146	+2%	+$22.3K	0.08%	133
2022 Q2	$879K	Buy	6,073 +1,519	+33%	+$251K	0.14%	129
2022 Q1	$741K	Buy	4,554 +319	+8%	+$45.7K	0.11%	142
2021 Q4	$497	Buy	4,235 +1,424	+51%	+$162K	0.02%	199
2021 Q3	$285K	Sell	2,811 -778	-22%	-$77.6K	0.04%	289
2021 Q2	$376K	Sell	3,589 -474	-12%	-$50K	0.06%	256
2021 Q1	$426K	Buy	4,063 +602	+17%	+$58.8K	0.07%	229
2020 Q4	$292K	Sell	3,461 -321	-8%	-$26K	0.05%	248
2020 Q3	$272K	Sell	3,782 -543	-13%	-$45.7K	0.05%	226
2020 Q2	$386K	Buy	4,325 +558	+15%	+$50K	0.08%	185
2020 Q1	$273K	Sell	3,767 -155	-4%	-$15.3K	0.07%	199
2019 Q4	$473K	Buy	3,922 +21	+0.5%	+$2.47K	0.09%	179
2019 Q3	$463K	Buy	3,901 +202	+5%	+$24.5K	0.1%	167
2019 Q2	$460K	Buy	3,699 +180	+5%	+$21.8K	0.11%	161
2019 Q1	$433K	Buy	3,519 +525	+18%	+$62.1K	0.12%	158
2018 Q4	$326K	Sell	2,994 -415	-12%	-$48.1K	0.12%	166
2018 Q3	$417K	Sell	3,409 -205	-6%	-$24.9K	0.13%	153
2018 Q2	$457K	Sell	3,614 -1,897	-34%	-$235K	0.16%	144
2018 Q1	$628K	Buy	5,511 +231	+4%	+$27.6K	0.19%	128
2017 Q4	$661K	Sell	5,280 -3,740	-41%	-$443K	0.2%	120
2017 Q3	$1.06M	Buy	9,020 +1,105	+14%	+$121K	0.26%	113
2017 Q2	$826K	Buy	7,915 +957	+14%	+$101K	0.21%	131
2017 Q1	$747K	Sell	6,958 -782	-10%	-$87.7K	0.21%	138
2016 Q4	$911K	Sell	7,740 -462	-6%	-$50.3K	0.28%	102
2016 Q3	$844K	Sell	8,202 -715	-8%	-$73K	0.25%	112
2016 Q2	$935	Buy	8,917 +281	+3%	+$28.3K	0.1%	87
2016 Q1	$824K	Sell	8,636 -28	-0.3%	-$2.45K	0.31%	83
2015 Q4	$779K	Sell	8,664 -453	-5%	-$40.8K	0.3%	91
2015 Q3	$719K	Sell	9,117 -425	-4%	-$35.8K	0.3%	92
2015 Q2	$921	Sell	9,542 -201	-2%	-$21.1K	0.25%	79
2015 Q1	$1.02M	Buy	9,743 +1,764	+22%	+$188K	0.39%	68
2014 Q4	$895K	Buy	7,979 +1,348	+20%	+$153K	0.37%	75
2014 Q3	$791K	Sell	6,631 -192	-3%	-$24.5K	0.35%	85
2014 Q2	$891K	Sell	6,823 -141	-2%	-$17.5K	0.4%	78
2014 Q1	$828K	Buy	6,964 +1,081	+18%	+$126K	0.41%	71
2013 Q4	$735K	Sell	5,883 -10,195	-63%	-$1.23M	0.41%	73
2013 Q3	$1.95M	Buy	16,078 +685	+4%	+$84.2K	1.18%	16
2013 Q2	$1.82M	Buy	+15,393	New	+$1.86M	1.06%	20

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

First Heartland Consultants's CVX Position: Q2 2026 in Review

First Heartland Consultants increased its Chevron (CVX) stake by 13% in Q2 2026, buying an estimated $102K and bringing the position to 4,685 shares worth $777K. The position accounts for 0.05% of the portfolio, ranked #251.

First Heartland Consultants first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.95M in Q3 2013. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

First Heartland Consultants held 4,685 shares of Chevron worth $777K as of Q2 2026.
First Heartland Consultants bought 547 Chevron shares in Q2 2026, an estimated $102K.
Chevron made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #251 holding.
First Heartland Consultants first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
First Heartland Consultants's Chevron position peaked at $1.95M in Q3 2013.
1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.