Whitney & Co’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 | $12.2M | Buy |
73,373
+2,464
| +3% | +$459K | 0.89% | 34 |
|
|
2026
Q1 | $14.7M | Buy |
70,909
+912
| +1% | +$166K | 1.22% | 22 |
|
|
2025
Q4 | $10.7M | Buy |
69,997
+2,472
| +4% | +$376K | 0.85% | 38 |
|
|
2025
Q3 | $10.5M | Buy |
67,525
+917
| +1% | +$142K | 0.95% | 36 |
|
|
2025
Q2 | $9.54M | Buy |
66,608
+34,518
| +108% | +$4.87M | 0.94% | 37 |
|
|
2025
Q1 | $5.37M | Buy |
32,090
+1,175
| +4% | +$184K | 0.57% | 56 |
|
|
2024
Q4 | $4.48M | Buy |
30,915
+1,324
| +4% | +$203K | 0.47% | 54 |
|
|
2024
Q3 | $4.36M | Buy |
29,591
+1,503
| +5% | +$224K | 0.47% | 52 |
|
|
2024
Q2 | $4.39M | Buy |
28,088
+24,599
| +705% | +$3.92M | 0.5% | 51 |
|
|
2024
Q1 | $550K | Sell |
3,489
-25
| -0.7% | -$3.77K | 0.07% | 83 |
|
|
2023
Q4 | $524K | Sell |
3,514
-91
| -3% | -$13.8K | 0.07% | 86 |
|
|
2023
Q3 | $608K | Hold |
3,605
| – | – | 0.09% | 80 |
|
|
2023
Q2 | $567K | Hold |
3,605
| – | – | 0.08% | 80 |
|
|
2023
Q1 | $588K | Hold |
3,605
| – | – | 0.09% | 80 |
|
|
2022
Q4 | $647K | Sell |
3,605
-100
| -3% | -$17.5K | 0.12% | 77 |
|
|
2022
Q3 | $532K | Buy |
3,705
+25
| +0.7% | +$3.81K | 0.1% | 84 |
|
|
2022
Q2 | $533K | Hold |
3,680
| – | – | 0.1% | 80 |
|
|
2022
Q1 | $599K | Sell |
3,680
-522
| -12% | -$74.9K | 0.09% | 86 |
|
|
2021
Q4 | $493K | Sell |
4,202
-24
| -0.6% | -$2.73K | 0.07% | 93 |
|
|
2021
Q3 | $429K | Sell |
4,226
-665
| -14% | -$66.3K | 0.07% | 95 |
|
|
2021
Q2 | $512K | Sell |
4,891
-75
| -2% | -$7.92K | 0.08% | 90 |
|
|
2021
Q1 | $520K | Buy |
4,966
+71
| +1% | +$6.93K | 0.09% | 85 |
|
|
2020
Q4 | $437K | Sell |
4,895
-35,902
| -88% | -$2.91M | 0.07% | 93 |
|
|
2020
Q3 | $2.94M | Sell |
40,797
-877
| -2% | -$73.8K | 0.55% | 51 |
|
|
2020
Q2 | $3.72M | Sell |
41,674
-360
| -0.9% | -$32.2K | 0.76% | 48 |
|
|
2020
Q1 | $3.05M | Sell |
42,034
-1,624
| -4% | -$160K | 0.75% | 47 |
|
|
2019
Q4 | $5.26M | Sell |
43,658
-2,432
| -5% | -$286K | 1.05% | 41 |
|
|
2019
Q3 | $5.6M | Buy |
46,090
+1,076
| +2% | +$131K | 1.17% | 36 |
|
|
2019
Q2 | $5.6M | Buy |
45,014
+379
| +0.8% | +$45.8K | 1.26% | 29 |
|
|
2019
Q1 | $5.36M | Buy |
44,635
+2,194
| +5% | +$260K | 1.21% | 31 |
|
|
2018
Q4 | $5.08M | Sell |
42,441
-6,684
| -14% | -$774K | 1.3% | 30 |
|
|
2018
Q3 | $5.86M | Buy |
49,125
+458
| +0.9% | +$55.6K | 1.41% | 25 |
|
|
2018
Q2 | $6.15M | Buy |
48,667
+83
| +0.2% | +$10.3K | 1.64% | 20 |
|
|
2018
Q1 | $5.54M | Buy |
48,584
+30,172
| +164% | +$3.61M | 1.59% | 21 |
|
|
2017
Q4 | $2.31M | Sell |
18,412
-748
| -4% | -$88.7K | 0.67% | 54 |
|
|
2017
Q3 | $2M | Hold |
19,160
| – | – | 0.67% | 55 |
|
|
2017
Q2 | $2M | Buy |
19,160
+1,977
| +12% | +$209K | 0.66% | 56 |
|
|
2017
Q1 | $1.84M | Buy |
17,183
+25
| +0.1% | +$2.8K | 0.67% | 56 |
|
|
2016
Q4 | $2.02M | Buy |
17,158
+45
| +0.3% | +$4.9K | 0.76% | 54 |
|
|
2016
Q3 | $1.76M | Buy |
17,113
+684
| +4% | +$69.8K | 0.71% | 54 |
|
|
2016
Q2 | $1.72M | Buy |
16,429
+712
| +5% | +$71.6K | 0.7% | 54 |
|
|
2016
Q1 | $1.5M | Sell |
15,717
-125
| -0.8% | -$10.9K | 0.64% | 54 |
|
|
2015
Q4 | $1.43M | Sell |
15,842
-900
| -5% | -$81.2K | 0.62% | 58 |
|
|
2015
Q3 | $1.32M | Buy |
16,742
+1,996
| +14% | +$168K | 0.6% | 60 |
|
|
2015
Q2 | $1.42M | Buy |
14,746
+75
| +0.5% | +$7.88K | 0.62% | 59 |
|
|
2015
Q1 | $1.54M | Sell |
14,671
-200
| -1% | -$21.3K | 0.69% | 54 |
|
|
2014
Q4 | $1.67M | Buy |
14,871
+140
| +1% | +$15.9K | 0.75% | 53 |
|
|
2014
Q3 | $1.76M | Sell |
14,731
-697
| -5% | -$88.9K | 0.81% | 52 |
|
|
2014
Q2 | $2.01M | Buy |
15,428
+100
| +0.7% | +$12.4K | 0.93% | 46 |
|
|
2014
Q1 | $1.82M | Buy |
15,328
+550
| +4% | +$64K | 0.92% | 47 |
|
|
2013
Q4 | $1.85M | Buy |
14,778
+1,050
| +8% | +$127K | 1.02% | 43 |
|
|
2013
Q3 | $1.67M | Hold |
13,728
| – | – | 1.17% | 41 |
|
|
2013
Q2 | $1.63M | Buy |
+13,728
| New | +$1.66M | 1.19% | 41 |
|
Other funds holding CVX
AACR
Whitney & Co's CVX Position: Q2 2026 in Review
Whitney & Co increased its Chevron (CVX) stake by 3.5% in Q2 2026, buying an estimated $459K and bringing the position to 73,373 shares worth $12.2M. The position accounts for 0.89% of the portfolio, ranked #34.
Whitney & Co first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.7M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Whitney & Co held 73,373 shares of Chevron worth $12.2M as of Q2 2026.
- Whitney & Co bought 2,464 Chevron shares in Q2 2026, an estimated $459K.
- Chevron made up 0.89% of Whitney & Co's portfolio in Q2 2026, its #34 holding.
- Whitney & Co first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
- Whitney & Co's Chevron position peaked at $14.7M in Q1 2026.
- 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.