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

Heritage Wealth Management (Texas)’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 		$438K Sell
2,641
-397
-13% -$73.9K 0.17% 23
2026
Q1 		$629K Sell
3,038
-2
-0.1% -$365 0.27% 20
2025
Q4 		$463K Sell
3,040
-192
-6% -$29.2K 0.2% 26
2025
Q3 		$502K Buy
3,232
+1,280
+66% +$198K 0.22% 23
2025
Q2 		$280K Buy
1,952
+3
+0.2% +$423 0.14% 30
2025
Q1 		$326K Sell
1,949
-19
-1% -$2.97K 0.19% 28
2024
Q4 		$285K Buy
1,968
+3
+0.2% +$459 0.17% 28
2024
Q3 		$289K Buy
1,965
+3
+0.2% +$447 0.17% 31
2024
Q2 		$307K Buy
1,962
+3
+0.2% +$478 0.19% 29
2024
Q1 		$309K Buy
1,959
+2
+0.1% +$302 0.2% 31
2023
Q4 		$292K Buy
1,957
+245
+14% +$37.1K 0.21% 30
2023
Q3 		$289K Sell
1,712
-7
-0.4% -$1.13K 0.26% 23
2023
Q2 		$270K Buy
+1,719
New +$276K 0.24% 23
2023
Q1 		– Sell
-1,297
Closed -$233K – 27
2022
Q4 		$233K Buy
+1,297
New +$226K 0.24% 26

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

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

Heritage Wealth Management (Texas) reduced its Chevron (CVX) stake by 13% in Q2 2026, selling an estimated $73.9K and leaving 2,641 shares worth $438K. The position accounts for 0.17% of the portfolio, ranked #23.

Heritage Wealth Management (Texas) first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $629K in Q1 2026. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Heritage Wealth Management (Texas) held 2,641 shares of Chevron worth $438K as of Q2 2026.
  • Heritage Wealth Management (Texas) sold 397 Chevron shares in Q2 2026, an estimated $73.9K.
  • Chevron made up 0.17% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #23 holding.
  • Heritage Wealth Management (Texas) first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Heritage Wealth Management (Texas)'s Chevron position peaked at $629K in Q1 2026.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.