Midwest Heritage Bank’s Chevron CVX Stock Holding History

Midwest Heritage Bank’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	$410K	Sell	2,473 -100	-4%	-$18.6K	0.12%	37
2026 Q1	$532K	Hold	2,573	–	–	0.17%	31
2025 Q4	$392K	Sell	2,573 -98	-4%	-$14.9K	0.14%	39
2025 Q3	$415K	Buy	2,671 +3	+0.1%	+$465	0.15%	37
2025 Q2	$382K	Sell	2,668 -5	-0.2%	-$705	0.14%	38
2025 Q1	$447K	Buy	2,673 +123	+5%	+$19.3K	0.18%	34
2024 Q4	$369K	Buy	2,550 +2	+0.1%	+$306	0.17%	40
2024 Q3	$375K	Sell	2,548 -82	-3%	-$12.2K	0.18%	40
2024 Q2	$411K	Buy	2,630 +417	+19%	+$66.5K	0.21%	37
2024 Q1	$349K	Sell	2,213 -54	-2%	-$8.15K	0.18%	41
2023 Q4	$338K	Sell	2,267 -133	-6%	-$20.1K	0.23%	38
2023 Q3	$405K	Hold	2,400	–	–	0.3%	32
2023 Q2	$378K	Hold	2,400	–	–	0.29%	36
2023 Q1	$392K	Hold	2,400	–	–	0.32%	34
2022 Q4	$431K	Buy	2,400 +1,000	+71%	+$175K	0.42%	39
2022 Q3	$201K	Sell	1,400 -51	-4%	-$7.78K	0.21%	60
2022 Q2	$210K	Hold	1,451	–	–	0.19%	61
2022 Q1	$236K	Buy	+1,451	New	+$208K	0.19%	56

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Midwest Heritage Bank's CVX Position: Q2 2026 in Review

Midwest Heritage Bank reduced its Chevron (CVX) stake by 3.9% in Q2 2026, selling an estimated $18.6K and leaving 2,473 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #37.

Midwest Heritage Bank first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $532K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Midwest Heritage Bank held 2,473 shares of Chevron worth $410K as of Q2 2026.
Midwest Heritage Bank sold 100 Chevron shares in Q2 2026, an estimated $18.6K.
Chevron made up 0.12% of Midwest Heritage Bank's portfolio in Q2 2026, its #37 holding.
Midwest Heritage Bank first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
Midwest Heritage Bank's Chevron position peaked at $532K in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.