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Heritage Wealth Management (California)’s Chevron CVX Stock Holding History

Heritage Wealth Management (California)’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 		$452K Buy
2,727
+52
+2% +$9.68K 0.17% 68
2026
Q1 		$553K Buy
2,675
+976
+57% +$178K 0.31% 54
2025
Q4 		$259K Buy
1,699
+43
+3% +$6.55K 0.16% 76
2025
Q3 		$257K Sell
1,656
-134
-7% -$20.8K 0.17% 77
2025
Q2 		$256K Sell
1,790
-63
-3% -$8.88K 0.17% 76
2025
Q1 		$310K Buy
1,853
+11
+0.6% +$1.72K 0.23% 63
2024
Q4 		$267K Buy
1,842
+54
+3% +$8.27K 0.19% 70
2024
Q3 		$263K Sell
1,788
-24
-1% -$3.57K 0.19% 77
2024
Q2 		$283K Sell
1,812
-78
-4% -$12.4K 0.21% 66
2024
Q1 		$298K Sell
1,890
-9
-0.5% -$1.36K 0.23% 66
2023
Q4 		$283K Buy
+1,899
New +$287K 0.23% 65

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Heritage Wealth Management (California)'s CVX Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Chevron (CVX) stake by 1.9% in Q2 2026, buying an estimated $9.68K and bringing the position to 2,727 shares worth $452K. The position accounts for 0.17% of the portfolio, ranked #68.

Heritage Wealth Management (California) first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $553K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Heritage Wealth Management (California) held 2,727 shares of Chevron worth $452K as of Q2 2026.
  • Heritage Wealth Management (California) bought 52 Chevron shares in Q2 2026, an estimated $9.68K.
  • Chevron made up 0.17% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #68 holding.
  • Heritage Wealth Management (California) first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Heritage Wealth Management (California)'s Chevron position peaked at $553K in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.