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Heck Capital Advisors’s Chevron CVX Stock Holding History

Heck 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 		– Sell
-2,375
Closed -$362K – 216
2025
Q4 		$362K Buy
+2,375
New +$362K 0.03% 172
2025
Q2 		– Sell
-125
Closed -$20.9K – 189
2025
Q1 		$20.9K Hold
125
– – ﹤0.01% 193
2024
Q4 		$18.1K Hold
125
– – ﹤0.01% 204
2024
Q3 		$18.4K Hold
125
– – ﹤0.01% 183
2024
Q2 		$19.6K Hold
125
– – ﹤0.01% 177
2024
Q1 		$19.7K Hold
125
– – ﹤0.01% 175
2023
Q4 		$18.6K Hold
125
– – ﹤0.01% 169
2023
Q3 		$21.1K Buy
+125
New +$20.2K ﹤0.01% 161

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Heck Capital Advisors's CVX Position: Q1 2026 in Review

Heck Capital Advisors sold out of Chevron (CVX) in Q1 2026, closing a stake of 2,375 shares — an estimated $362K sold.

Heck Capital Advisors first reported a position in CVX in Q3 2023 and held it in 8 quarters. The position peaked at $362K in Q4 2025. 4,291 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Heck Capital Advisors reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Heck Capital Advisors sold 2,375 Chevron shares in Q1 2026, an estimated $362K.
  • Heck Capital Advisors first reported a position in Chevron in Q3 2023 and held it in 8 quarters.
  • Heck Capital Advisors's Chevron position peaked at $362K in Q4 2025.
  • 4,291 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.