Whitener Capital Management’s Chevron CVX Stock Holding History
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
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. 4,124 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.
- 4,124 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.