Heartland Advisors’s Chevron CVX Stock Holding History

Heartland 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	$248K	Hold	1,200	–	–	0.01%	229
2025 Q4	$183K	Hold	1,200	–	–	0.01%	239
2025 Q3	$186K	Hold	1,200	–	–	0.01%	226
2025 Q2	$172K	Buy	+1,200	New	+$169K	0.01%	204

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Heartland Advisors's CVX Position: Q1 2026 in Review

Heartland Advisors held its Chevron (CVX) position steady in Q1 2026 at 1,200 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #229.

Heartland Advisors first reported a position in CVX in Q2 2025 and has held it in 4 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Heartland Advisors held 1,200 shares of Chevron worth $248K as of Q1 2026.
Heartland Advisors left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.01% of Heartland Advisors's portfolio in Q1 2026, its #229 holding.
Heartland Advisors first reported a position in Chevron in Q2 2025 and has held it in 4 quarters since.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.