W.H. Cornerstone Investments’s Chevron CVX Stock Holding History

W.H. Cornerstone Investments’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	$614K	Buy	+2,969	New	+$541K	0.38%	52
2025 Q1	–	Sell	-4,672	Closed	-$677K	–	115
2024 Q4	$677K	Buy	4,672 +66	+1%	+$10.1K	0.45%	52
2024 Q3	$678K	Sell	4,606 -226	-5%	-$33.6K	0.46%	51
2024 Q2	$756K	Buy	4,832 +506	+12%	+$80.7K	0.54%	49
2024 Q1	$682K	Sell	4,326 -57	-1%	-$8.6K	0.49%	57
2023 Q4	$654K	Buy	4,383 +2,155	+97%	+$326K	0.52%	51
2023 Q3	$376K	Buy	2,228 +698	+46%	+$113K	0.33%	81
2023 Q2	$241K	Buy	+1,530	New	+$245K	0.22%	104

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

W.H. Cornerstone Investments's CVX Position: Q1 2026 in Review

W.H. Cornerstone Investments opened a new position in Chevron (CVX) in Q1 2026: 2,969 shares worth $614K. The stake represents 0.38% of the portfolio and ranks #52 among its holdings. This is a return to the name: W.H. Cornerstone Investments previously reported a position in CVX as recently as Q4 2024.

W.H. Cornerstone Investments first reported a position in CVX in Q2 2023 and has held it in 8 quarters since. The position peaked at $756K in Q2 2024. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

W.H. Cornerstone Investments held 2,969 shares of Chevron worth $614K as of Q1 2026.
Chevron was a new W.H. Cornerstone Investments position in Q1 2026.
Chevron made up 0.38% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #52 holding.
W.H. Cornerstone Investments first reported a position in Chevron in Q2 2023 and has held it in 8 quarters since.
W.H. Cornerstone Investments's Chevron position peaked at $756K in Q2 2024.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.