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Heritage Wealth Advisors’s Chevron CVX Stock Holding History

Heritage 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
Q1 		$1.61M Sell
7,780
-1,698
-18% -$310K 0.06% 63
2025
Q4 		$1.44M Sell
9,478
-125
-1% -$19K 0.06% 82
2025
Q3 		$1.49M Hold
9,603
– – 0.07% 64
2025
Q2 		$1.38M Buy
9,603
+35
+0.4% +$4.93K 0.07% 67
2025
Q1 		$1.6M Sell
9,568
-867
-8% -$136K 0.08% 62
2024
Q4 		$1.51M Sell
10,435
-706
-6% -$108K 0.07% 66
2024
Q3 		$1.64M Buy
11,141
+690
+7% +$103K 0.08% 67
2024
Q2 		$1.63M Sell
10,451
-293
-3% -$46.7K 0.07% 64
2024
Q1 		$1.69M Sell
10,744
-656
-6% -$99K 0.08% 65
2023
Q4 		$1.7M Buy
11,400
+1,065
+10% +$161K 0.08% 62
2023
Q3 		$1.74M Buy
10,335
+994
+11% +$161K 0.1% 57
2023
Q2 		$1.47M Sell
9,341
-65
-0.7% -$10.4K 0.08% 62
2023
Q1 		$1.53M Buy
9,406
+158
+2% +$26.5K 0.09% 60
2022
Q4 		$1.66M Sell
9,248
-1,088
-11% -$190K 0.1% 61
2022
Q3 		$1.48M Hold
10,336
– – 0.11% 58
2022
Q2 		$1.5M Buy
10,336
+1,307
+14% +$216K 0.1% 59
2022
Q1 		$1.47M Sell
9,029
-38
-0.4% -$5.45K 0.08% 63
2021
Q4 		$1.06M Sell
9,067
-1,429
-14% -$162K 0.06% 91
2021
Q3 		$1.06M Sell
10,496
-243
-2% -$24.2K 0.07% 81
2021
Q2 		$1.12M Buy
10,739
+98
+0.9% +$10.3K 0.07% 78
2021
Q1 		$1.12M Buy
10,641
+33
+0.3% +$3.22K 0.07% 79
2020
Q4 		$896K Sell
10,608
-90
-0.8% -$7.29K 0.06% 91
2020
Q3 		$770K Buy
10,698
+50
+0.5% +$4.21K 0.1% 70
2020
Q2 		$950K Sell
10,648
-28,155
-73% -$2.52M 0.13% 60
2020
Q1 		$2.81M Buy
38,803
+26,817
+224% +$2.65M 0.5% 36
2019
Q4 		$1.44M Sell
11,986
-76
-0.6% -$8.95K 0.19% 52
2019
Q3 		$1.43M Buy
12,062
+2,820
+31% +$342K 0.21% 46
2019
Q2 		$1.15M Buy
9,242
+1,054
+13% +$127K 0.18% 59
2019
Q1 		$1.01M Buy
8,188
+178
+2% +$21.1K 0.17% 56
2018
Q4 		$871K Hold
8,010
– – 0.17% 57
2018
Q3 		$979K Sell
8,010
-722
-8% -$87.6K 0.19% 53
2018
Q2 		$1.1M Sell
8,732
-20
-0.2% -$2.48K 0.41% 47
2018
Q1 		$997K Buy
8,752
+660
+8% +$78.9K 0.41% 47
2017
Q4 		$1.01M Buy
8,092
+102
+1% +$12.1K 0.43% 47
2017
Q3 		$942K Buy
7,990
+425
+6% +$46.4K 0.47% 45
2017
Q2 		$789K Buy
7,565
+17
+0.2% +$1.8K 0.41% 50
2017
Q1 		$810K Hold
7,548
– – 0.44% 45
2016
Q4 		$890K Sell
7,548
-155
-2% -$16.9K 0.58% 31
2016
Q3 		$794K Sell
7,703
-145
-2% -$14.8K 0.55% 31
2016
Q2 		$823K Buy
7,848
+568
+8% +$57.1K 0.56% 29
2016
Q1 		$695K Buy
7,280
+140
+2% +$12.2K 0.54% 26
2015
Q4 		$642K Sell
7,140
-189
-3% -$17K 0.54% 26
2015
Q3 		$579K Buy
7,329
+38
+0.5% +$3.2K 0.5% 25
2015
Q2 		$704K Buy
7,291
+100
+1% +$10.5K 0.58% 30
2015
Q1 		$754K Buy
7,191
+148
+2% +$15.8K 0.62% 28
2014
Q4 		$789K Buy
7,043
+930
+15% +$106K 0.7% 25
2014
Q3 		$730K Sell
6,113
-833
-12% -$106K 0.76% 25
2014
Q2 		$906K Sell
6,946
-27
-0.4% -$3.36K 0.97% 20
2014
Q1 		$829K Buy
6,973
+101
+1% +$11.7K 0.96% 20
2013
Q4 		$857K Buy
+6,872
New +$831K 1.08% 17

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Heritage Wealth Advisors's CVX Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Chevron (CVX) stake by 18% in Q1 2026, selling an estimated $310K and leaving 7,780 shares worth $1.61M. The position accounts for 0.06% of the portfolio, ranked #63.

Heritage Wealth Advisors first reported a position in CVX in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.81M in Q1 2020. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Heritage Wealth Advisors held 7,780 shares of Chevron worth $1.61M as of Q1 2026.
  • Heritage Wealth Advisors sold 1,698 Chevron shares in Q1 2026, an estimated $310K.
  • Chevron made up 0.06% of Heritage Wealth Advisors's portfolio in Q1 2026, its #63 holding.
  • Heritage Wealth Advisors first reported a position in Chevron in Q4 2013 and has held it in 50 quarters since.
  • Heritage Wealth Advisors's Chevron position peaked at $2.81M in Q1 2020.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.