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Widmann Financial Services’s Chevron CVX Stock Holding History

Widmann Financial Services’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 		$1.93M Sell
11,655
-428
-4% -$79.7K 1.04% 28
2026
Q1 		$2.5M Buy
12,083
+291
+2% +$53.1K 1.49% 17
2025
Q4 		$1.8M Sell
11,792
-386
-3% -$58.8K 1.1% 26
2025
Q3 		$1.89M Sell
12,178
-86
-0.7% -$13.3K 1.19% 26
2025
Q2 		$1.76M Buy
12,264
+3
+0% +$423 1.22% 24
2025
Q1 		$2.05M Buy
12,261
+189
+2% +$29.6K 1.59% 17
2024
Q4 		$1.75M Buy
12,072
+236
+2% +$36.1K 1.35% 20
2024
Q3 		$1.74M Buy
11,836
+6
+0.1% +$893 1.32% 21
2024
Q2 		$1.85M Buy
11,830
+183
+2% +$29.2K 1.51% 16
2024
Q1 		$1.84M Buy
11,647
+25
+0.2% +$3.77K 1.54% 18
2023
Q4 		$1.73M Buy
11,622
+126
+1% +$19.1K 1.56% 19
2023
Q3 		$1.94M Buy
11,496
+475
+4% +$76.7K 1.93% 15
2023
Q2 		$1.73M Buy
11,021
+391
+4% +$62.7K 1.66% 18
2023
Q1 		$1.73M Buy
10,630
+31
+0.3% +$5.2K 1.75% 16
2022
Q4 		$1.9M Sell
10,599
-4,684
-31% -$817K 1.99% 16
2022
Q3 		$2.2M Sell
15,283
-5
-0% -$763 2.43% 12
2022
Q2 		$2.21M Sell
15,288
-5
-0% -$827 2.29% 13
2022
Q1 		$2.49M Sell
15,293
-122
-0.8% -$17.5K 2.21% 12
2021
Q4 		$1.81M Buy
+15,415
New +$1.75M 1.49% 18

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Widmann Financial Services's CVX Position: Q2 2026 in Review

Widmann Financial Services reduced its Chevron (CVX) stake by 3.5% in Q2 2026, selling an estimated $79.7K and leaving 11,655 shares worth $1.93M. The position accounts for 1.04% of the portfolio, ranked #28.

Widmann Financial Services first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.5M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Widmann Financial Services held 11,655 shares of Chevron worth $1.93M as of Q2 2026.
  • Widmann Financial Services sold 428 Chevron shares in Q2 2026, an estimated $79.7K.
  • Chevron made up 1.04% of Widmann Financial Services's portfolio in Q2 2026, its #28 holding.
  • Widmann Financial Services first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Chevron position peaked at $2.5M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.