Whipplewood Advisors’s Chevron CVX Stock Holding History

Whipplewood 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	$18.1K	Sell	109 -1,417	-93%	-$264K	0.01%	201
2026 Q1	$316K	Buy	1,526 +488	+47%	+$89K	0.16%	106
2025 Q4	$158K	Buy	1,038 +38	+4%	+$5.79K	0.1%	139
2025 Q3	$155K	Sell	1,000 -955	-49%	-$148K	0.1%	135
2025 Q2	$280K	Sell	1,955 -118	-6%	-$16.6K	0.15%	132
2025 Q1	$344K	Buy	2,073 +24	+1%	+$3.76K	0.2%	106
2024 Q4	$297K	Buy	+2,049	New	+$314K	0.17%	119

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Whipplewood Advisors's CVX Position: Q2 2026 in Review

Whipplewood Advisors reduced its Chevron (CVX) stake by 93% in Q2 2026, selling an estimated $264K and leaving 109 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #201.

Whipplewood Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $344K in Q1 2025. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Whipplewood Advisors held 109 shares of Chevron worth $18.1K as of Q2 2026.
Whipplewood Advisors sold 1,417 Chevron shares in Q2 2026, an estimated $264K.
Chevron made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #201 holding.
Whipplewood Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Chevron position peaked at $344K in Q1 2025.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.