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 Q2	$714K	Buy	4,305 +1,336	+45%	+$249K	0.4%	55
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

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

W.H. Cornerstone Investments's CVX Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its Chevron (CVX) stake by 45% in Q2 2026, buying an estimated $249K and bringing the position to 4,305 shares worth $714K. The position accounts for 0.4% of the portfolio, ranked #55.

W.H. Cornerstone Investments first reported a position in CVX in Q2 2023 and has held it in 9 quarters since. The position peaked at $756K in Q2 2024. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

W.H. Cornerstone Investments held 4,305 shares of Chevron worth $714K as of Q2 2026.
W.H. Cornerstone Investments bought 1,336 Chevron shares in Q2 2026, an estimated $249K.
Chevron made up 0.4% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #55 holding.
W.H. Cornerstone Investments first reported a position in Chevron in Q2 2023 and has held it in 9 quarters since.
W.H. Cornerstone Investments's Chevron position peaked at $756K in Q2 2024.
4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.