Whalen Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Other funds holding CVX
Whalen Wealth Management's CVX Position: Q2 2026 in Review
Whalen Wealth Management increased its Chevron (CVX) stake by 168% in Q2 2026, buying an estimated $1.72M and bringing the position to 14,732 shares worth $2.44M. The position accounts for 1.1% of the portfolio, ranked #20.
Whalen Wealth Management first reported a position in CVX in Q4 2023 and has held it in 4 quarters since. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Whalen Wealth Management held 14,732 shares of Chevron worth $2.44M as of Q2 2026.
- Whalen Wealth Management bought 9,241 Chevron shares in Q2 2026, an estimated $1.72M.
- Chevron made up 1.1% of Whalen Wealth Management's portfolio in Q2 2026, its #20 holding.
- Whalen Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 4 quarters since.
- 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.