Whitcomb & Hess’s Chevron CVX Stock Holding History

Whitcomb & Hess’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	$234K	Buy	1,410 +12	+0.9%	+$2.23K	0.05%	56
2026 Q1	$289K	Buy	1,398 +11	+0.8%	+$2.01K	0.07%	47
2025 Q4	$227K	Buy	1,387 +14	+1%	+$2.13K	0.05%	55
2025 Q3	$213K	Buy	+1,373	New	+$213K	0.05%	55
2025 Q2	–	Sell	-1,346	Closed	-$225K	–	55
2025 Q1	$225K	Buy	+1,346	New	+$211K	0.07%	48
2024 Q3	–	Sell	-1,309	Closed	-$205K	–	58
2024 Q2	$205K	Buy	1,309 +12	+0.9%	+$1.91K	0.06%	49
2024 Q1	$205K	Buy	+1,297	New	+$196K	0.07%	51
2023 Q4	–	Sell	-1,274	Closed	-$215K	–	46
2023 Q3	$215K	Buy	+1,274	New	+$206K	0.08%	39
2023 Q2	–	Sell	-1,254	Closed	-$205K	–	43
2023 Q1	$205K	Hold	1,254	–	–	0.08%	40
2022 Q4	$225K	Buy	+1,254	New	+$219K	0.09%	35

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Whitcomb & Hess's CVX Position: Q2 2026 in Review

Whitcomb & Hess increased its Chevron (CVX) stake by 0.86% in Q2 2026, buying an estimated $2.23K and bringing the position to 1,410 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #56.

Whitcomb & Hess first reported a position in CVX in Q4 2022 and has held it in 10 quarters since. The position peaked at $289K in Q1 2026. 2,508 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Whitcomb & Hess held 1,410 shares of Chevron worth $234K as of Q2 2026.
Whitcomb & Hess bought 12 Chevron shares in Q2 2026, an estimated $2.23K.
Chevron made up 0.05% of Whitcomb & Hess's portfolio in Q2 2026, its #56 holding.
Whitcomb & Hess first reported a position in Chevron in Q4 2022 and has held it in 10 quarters since.
Whitcomb & Hess's Chevron position peaked at $289K in Q1 2026.
2,508 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.