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Henrickson Nauta Wealth Advisors’s Chevron CVX Stock Holding History

Henrickson Nauta 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 		$216K Buy
+1,302
New +$242K 0.05% 111
2026
Q1 		– Sell
-1,368
Closed -$214K – 112
2025
Q4 		$214K Buy
+1,368
New +$208K 0.03% 112
2022
Q1 		– Sell
-295
Closed -$38K – 90
2021
Q4 		$38K Buy
+295
New +$33.5K 0.03% 108

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Henrickson Nauta Wealth Advisors's CVX Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors opened a new position in Chevron (CVX) in Q2 2026: 1,302 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #111 among its holdings. This is a return to the name: Henrickson Nauta Wealth Advisors previously reported a position in CVX as recently as Q4 2025.

Henrickson Nauta Wealth Advisors first reported a position in CVX in Q4 2021 and has held it in 3 quarters since. 4,096 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 1,302 shares of Chevron worth $216K as of Q2 2026.
  • Chevron was a new Henrickson Nauta Wealth Advisors position in Q2 2026.
  • Chevron made up 0.05% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Chevron in Q4 2021 and has held it in 3 quarters since.
  • 4,096 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.