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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
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

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. 1,943 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.
  • 1,943 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.