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
Q3 		$2.29M Buy
11,227
+348
+3% +$68.5K 0.18% 62
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Heartwood Wealth Advisors's CVX Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Chevron (CVX) stake by 3.2% in Q3 2026, buying an estimated $68.5K and bringing the position to 11,227 shares worth $2.29M. The position accounts for 0.18% of the portfolio, ranked #62.

Heartwood Wealth Advisors first reported a position in CVX in Q2 2021 and has held it in 22 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Heartwood Wealth Advisors held 11,227 shares of Chevron worth $2.29M as of Q3 2026.
  • Heartwood Wealth Advisors bought 348 Chevron shares in Q3 2026, an estimated $68.5K.
  • Chevron made up 0.18% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #62 holding.
  • Heartwood Wealth Advisors first reported a position in Chevron in Q2 2021 and has held it in 22 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.