HWA
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Heartwood Wealth Advisors’s Chevron CVX Stock Holding History

Heartwood Wealth 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 		$1.8M Buy
10,879
+451
+4% +$83.9K 0.14% 74
2026
Q1 		$2.16M Buy
10,428
+775
+8% +$141K 0.19% 59
2025
Q4 		$1.47M Buy
9,653
+613
+7% +$93.4K 0.14% 66
2025
Q3 		$1.4M Buy
9,040
+662
+8% +$103K 0.13% 66
2025
Q2 		$1.2M Buy
8,378
+1,605
+24% +$226K 0.13% 69
2025
Q1 		$1.13M Buy
6,773
+569
+9% +$89.1K 0.13% 67
2024
Q4 		$899K Buy
6,204
+17
+0.3% +$2.6K 0.1% 76
2024
Q3 		$911K Buy
6,187
+263
+4% +$39.1K 0.1% 76
2024
Q2 		$927K Buy
5,924
+122
+2% +$19.5K 0.11% 67
2024
Q1 		$915K Buy
5,802
+1,086
+23% +$164K 0.11% 65
2023
Q4 		$703K Sell
4,716
-1
-0% -$151 0.09% 70
2023
Q3 		$795K Sell
4,717
-457
-9% -$73.8K 0.12% 58
2023
Q2 		$814K Buy
5,174
+231
+5% +$37K 0.12% 64
2023
Q1 		$807K Buy
4,943
+805
+19% +$135K 0.12% 59
2022
Q4 		$743K Sell
4,138
-1,233
-23% -$215K 0.12% 56
2022
Q3 		$772K Buy
5,371
+754
+16% +$115K 0.13% 51
2022
Q2 		$668K Buy
4,617
+159
+4% +$26.3K 0.11% 55
2022
Q1 		$726K Buy
4,458
+1,029
+30% +$148K 0.11% 53
2021
Q4 		$402K Buy
3,429
+297
+9% +$33.7K 0.06% 73
2021
Q3 		$318K Buy
3,132
+164
+6% +$16.4K 0.05% 77
2021
Q2 		$311K Buy
+2,968
New +$313K 0.05% 79

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Heartwood Wealth Advisors's CVX Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Chevron (CVX) stake by 4.3% in Q2 2026, buying an estimated $83.9K and bringing the position to 10,879 shares worth $1.8M. The position accounts for 0.14% of the portfolio, ranked #74.

Heartwood Wealth Advisors first reported a position in CVX in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.16M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Heartwood Wealth Advisors held 10,879 shares of Chevron worth $1.8M as of Q2 2026.
  • Heartwood Wealth Advisors bought 451 Chevron shares in Q2 2026, an estimated $83.9K.
  • Chevron made up 0.14% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Heartwood Wealth Advisors first reported a position in Chevron in Q2 2021 and has held it in 21 quarters since.
  • Heartwood Wealth Advisors's Chevron position peaked at $2.16M in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.