WF
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Whelan Financial’s Chevron CVX Stock Holding History

Whelan Financial’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 		$801K Buy
4,829
+287
+6% +$53.4K 0.22% 42
2026
Q1 		$940K Buy
4,542
+3
+0.1% +$547 0.29% 35
2025
Q4 		$692K Sell
4,539
-259
-5% -$39.4K 0.22% 38
2025
Q3 		$745K Buy
4,798
+1,614
+51% +$250K 0.24% 39
2025
Q2 		$456K Sell
3,184
-27
-0.8% -$3.81K 0.16% 46
2025
Q1 		$537K Buy
3,211
+94
+3% +$14.7K 0.21% 31
2024
Q4 		$452K Buy
3,117
+83
+3% +$12.7K 0.18% 32
2024
Q3 		$447K Sell
3,034
-204
-6% -$30.4K 0.18% 31
2024
Q2 		$506K Buy
3,238
+164
+5% +$26.2K 0.23% 25
2024
Q1 		$485K Sell
3,074
-885
-22% -$134K 0.22% 26
2023
Q4 		$590K Buy
3,959
+148
+4% +$22.4K 0.28% 20
2023
Q3 		$643K Buy
3,811
+2,052
+117% +$331K 0.34% 18
2023
Q2 		$277K Buy
1,759
+2
+0.1% +$321 0.14% 26
2023
Q1 		$287K Buy
1,757
+100
+6% +$16.8K 0.16% 26
2022
Q4 		$297K Buy
1,657
+1
+0.1% +$175 0.18% 23
2022
Q3 		$238K Buy
+1,656
New +$253K 0.16% 23

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Whelan Financial's CVX Position: Q2 2026 in Review

Whelan Financial increased its Chevron (CVX) stake by 6.3% in Q2 2026, buying an estimated $53.4K and bringing the position to 4,829 shares worth $801K. The position accounts for 0.22% of the portfolio, ranked #42.

Whelan Financial first reported a position in CVX in Q3 2022 and has held it in 16 quarters since. The position peaked at $940K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Whelan Financial held 4,829 shares of Chevron worth $801K as of Q2 2026.
  • Whelan Financial bought 287 Chevron shares in Q2 2026, an estimated $53.4K.
  • Chevron made up 0.22% of Whelan Financial's portfolio in Q2 2026, its #42 holding.
  • Whelan Financial first reported a position in Chevron in Q3 2022 and has held it in 16 quarters since.
  • Whelan Financial's Chevron position peaked at $940K in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.