Whitener Capital Management’s Chevron CVX Stock Holding History

Whitener Capital 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	$3.77M	Sell	22,755 -857	-4%	-$160K	0.8%	27
2026 Q1	$4.89M	Buy	23,612 +261	+1%	+$47.6K	1.11%	23
2025 Q4	$3.56M	Buy	23,351 +124	+0.5%	+$18.9K	0.81%	29
2025 Q3	$3.61M	Buy	23,227 +61	+0.3%	+$9.45K	0.86%	27
2025 Q2	$3.32M	Buy	23,166 +134	+0.6%	+$18.9K	0.88%	29
2025 Q1	$3.85M	Buy	23,032 +1,463	+7%	+$229K	1.09%	22
2024 Q4	$3.12M	Buy	21,569 +2,513	+13%	+$385K	0.88%	25
2024 Q3	$2.81M	Buy	19,056 +1,911	+11%	+$284K	0.8%	31
2024 Q2	$2.68M	Buy	17,145 +2,710	+19%	+$432K	0.81%	29
2024 Q1	$2.28M	Buy	14,435 +871	+6%	+$131K	0.75%	31
2023 Q4	$2.02M	Sell	13,564 -225	-2%	-$34K	0.73%	31
2023 Q3	$2.33M	Buy	13,789 +228	+2%	+$36.8K	0.93%	27
2023 Q2	$2.13M	Buy	13,561 +46	+0.3%	+$7.38K	0.82%	30
2023 Q1	$2.21M	Buy	13,515 +814	+6%	+$136K	0.92%	30
2022 Q4	$2.28M	Buy	12,701 +4,479	+54%	+$782K	1%	29
2022 Q3	$1.18M	Buy	8,222 +616	+8%	+$93.9K	0.56%	48
2022 Q2	$1.1M	Buy	7,606 +2,255	+42%	+$373K	0.5%	47
2022 Q1	$871K	Buy	5,351 +510	+11%	+$73.1K	0.33%	66
2021 Q4	$568K	Buy	+4,841	New	+$550K	0.2%	93
2021 Q3	–	Sell	-3,436	Closed	-$359K	–	128
2021 Q2	$359K	Buy	+3,436	New	+$363K	0.14%	104
2020 Q3	–	Sell	-4,968	Closed	-$443K	–	126
2020 Q2	$443K	Buy	4,968 +200	+4%	+$17.9K	0.23%	80
2020 Q1	$345K	Sell	4,768 -770	-14%	-$76.1K	0.22%	79
2019 Q4	$667K	Hold	5,538	–	–	0.35%	70
2019 Q3	$656K	Buy	5,538 +75	+1%	+$9.11K	0.36%	69
2019 Q2	$679K	Buy	5,463 +3,800	+229%	+$459K	0.39%	63
2019 Q1	$204K	Sell	1,663 -353	-18%	-$41.8K	0.13%	115
2018 Q4	$219K	Sell	2,016 -163	-7%	-$18.9K	0.16%	109
2018 Q3	$266K	Sell	2,179 -70	-3%	-$8.49K	0.17%	105
2018 Q2	$284K	Sell	2,249 -120	-5%	-$14.9K	0.22%	102
2018 Q1	$270K	Sell	2,369 -100	-4%	-$12K	0.21%	101
2017 Q4	$309K	Buy	+2,469	New	+$293K	0.27%	93

Other funds holding CVX

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Whitener Capital Management's CVX Position: Q2 2026 in Review

Whitener Capital Management reduced its Chevron (CVX) stake by 3.6% in Q2 2026, selling an estimated $160K and leaving 22,755 shares worth $3.77M. The position accounts for 0.8% of the portfolio, ranked #27.

Whitener Capital Management first reported a position in CVX in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.89M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Whitener Capital Management held 22,755 shares of Chevron worth $3.77M as of Q2 2026.
Whitener Capital Management sold 857 Chevron shares in Q2 2026, an estimated $160K.
Chevron made up 0.8% of Whitener Capital Management's portfolio in Q2 2026, its #27 holding.
Whitener Capital Management first reported a position in Chevron in Q4 2017 and has held it in 31 quarters since.
Whitener Capital Management's Chevron position peaked at $4.89M in Q1 2026.
1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.