Nordwand Advisors’s Chevron CVX Stock Holding History

Nordwand 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	$9.91M	Buy	59,757 +755	+1%	+$141K	1.52%	23
2026 Q1	$12.2M	Buy	59,002 +385	+0.7%	+$70.2K	2.14%	8
2025 Q4	$8.93M	Buy	58,617 +1,915	+3%	+$292K	1.56%	20
2025 Q3	$8.81M	Buy	56,702 +5,190	+10%	+$804K	1.4%	20
2025 Q2	$7.38M	Buy	51,512 +50,869	+7,911%	+$7.17M	1.16%	23
2025 Q1	$108K	Hold	643	–	–	0.04%	31
2024 Q4	$93.1K	Hold	643	–	–	0.04%	37
2024 Q3	$94.7K	Hold	643	–	–	0.03%	38
2024 Q2	$101K	Hold	643	–	–	0.04%	57
2024 Q1	$101K	Hold	643	–	–	0.04%	57
2023 Q4	$95.9K	Hold	643	–	–	0.03%	56
2023 Q3	$108K	Hold	643	–	–	0.02%	51
2023 Q2	$101K	Hold	643	–	–	0.02%	50
2023 Q1	$105K	Sell	643 -1,594	-71%	-$267K	0.02%	49
2022 Q4	$402K	Buy	+2,237	New	+$390K	0.05%	56

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nordwand Advisors's CVX Position: Q2 2026 in Review

Nordwand Advisors increased its Chevron (CVX) stake by 1.3% in Q2 2026, buying an estimated $141K and bringing the position to 59,757 shares worth $9.91M. The position accounts for 1.52% of the portfolio, ranked #23.

Nordwand Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.2M in Q1 2026. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Nordwand Advisors held 59,757 shares of Chevron worth $9.91M as of Q2 2026.
Nordwand Advisors bought 755 Chevron shares in Q2 2026, an estimated $141K.
Chevron made up 1.52% of Nordwand Advisors's portfolio in Q2 2026, its #23 holding.
Nordwand Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Nordwand Advisors's Chevron position peaked at $12.2M in Q1 2026.
4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.