White Wing Wealth Management’s Chevron CVX Stock Holding History

White Wing Wealth Management’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	$574K	Sell	3,462 -45	-1%	-$8.38K	0.3%	27
2026 Q1	$726K	Buy	3,507 +46	+1%	+$8.39K	0.44%	18
2025 Q4	$527K	Buy	3,461 +32	+0.9%	+$4.87K	0.31%	25
2025 Q3	$530K	Buy	3,429 +68	+2%	+$10.5K	0.33%	21
2025 Q2	$481K	Buy	3,361 +122	+4%	+$17.2K	0.33%	19
2025 Q1	$447K	Buy	3,239 +230	+8%	+$36K	0.35%	17
2024 Q4	$436K	Buy	3,009 +35	+1%	+$5.36K	0.32%	18
2024 Q3	$438K	Buy	2,974 +13	+0.4%	+$1.94K	0.34%	18
2024 Q2	$463K	Buy	2,961 +59	+2%	+$9.41K	0.37%	20
2024 Q1	$462K	Sell	2,902 -20	-0.7%	-$3.02K	0.38%	25
2023 Q4	$437K	Buy	+2,922	New	+$442K	0.4%	20

Other funds holding CVX

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

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

White Wing Wealth Management's CVX Position: Q2 2026 in Review

White Wing Wealth Management reduced its Chevron (CVX) stake by 1.3% in Q2 2026, selling an estimated $8.38K and leaving 3,462 shares worth $574K. The position accounts for 0.3% of the portfolio, ranked #27.

White Wing Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $726K in Q1 2026. 1,942 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

White Wing Wealth Management held 3,462 shares of Chevron worth $574K as of Q2 2026.
White Wing Wealth Management sold 45 Chevron shares in Q2 2026, an estimated $8.38K.
Chevron made up 0.3% of White Wing Wealth Management's portfolio in Q2 2026, its #27 holding.
White Wing Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
White Wing Wealth Management's Chevron position peaked at $726K in Q1 2026.
1,942 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.