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Willner & Heller’s Chevron CVX Stock Holding History

Willner & Heller’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 		$409K Buy
2,469
+74
+3% +$13.8K 0.26% 106
2026
Q1 		$495K Sell
2,395
-41
-2% -$7.48K 0.37% 87
2025
Q4 		$371K Buy
2,436
+76
+3% +$11.6K 0.27% 108
2025
Q3 		$366K Buy
2,360
+88
+4% +$13.6K 0.28% 106
2025
Q2 		$325K Buy
2,272
+105
+5% +$14.8K 0.27% 108
2025
Q1 		$363K Buy
2,167
+120
+6% +$18.8K 0.34% 103
2024
Q4 		$297K Buy
2,047
+15
+0.7% +$2.3K 0.26% 116
2024
Q3 		$299K Sell
2,032
-15
-0.7% -$2.23K 0.27% 117
2024
Q2 		$320K Sell
2,047
-29
-1% -$4.62K 0.31% 107
2024
Q1 		$327K Buy
2,076
+106
+5% +$16K 0.33% 105
2023
Q4 		$294K Buy
+1,970
New +$298K 0.33% 105
2022
Q4 		$329K Sell
1,833
-29
-2% -$5.06K 0.47% 80
2022
Q3 		$267K Sell
1,862
-132
-7% -$20.1K 0.43% 89
2022
Q2 		$289K Buy
1,994
+13
+0.7% +$2.15K 0.45% 78
2022
Q1 		$232K Sell
1,981
-15
-0.8% -$2.15K 0.29% 123
2021
Q4 		$203K Buy
+1,996
New +$227K 0.27% 140

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Willner & Heller's CVX Position: Q2 2026 in Review

Willner & Heller increased its Chevron (CVX) stake by 3.1% in Q2 2026, buying an estimated $13.8K and bringing the position to 2,469 shares worth $409K. The position accounts for 0.26% of the portfolio, ranked #106.

Willner & Heller first reported a position in CVX in Q4 2021 and has held it in 16 quarters since. The position peaked at $495K in Q1 2026. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Willner & Heller held 2,469 shares of Chevron worth $409K as of Q2 2026.
  • Willner & Heller bought 74 Chevron shares in Q2 2026, an estimated $13.8K.
  • Chevron made up 0.26% of Willner & Heller's portfolio in Q2 2026, its #106 holding.
  • Willner & Heller first reported a position in Chevron in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's Chevron position peaked at $495K in Q1 2026.
  • 2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.