Win Advisors’s Chevron CVX Stock Holding History

Win Advisors’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	–	Sell	-1,537	Closed	-$318K	–	81
2026 Q1	$318K	Buy	+1,537	New	+$280K	0.15%	67
2023 Q1	–	Sell	-351	Closed	-$63K	–	55
2022 Q4	$63K	Buy	351 +30	+9%	+$5.24K	0.02%	27
2022 Q3	$46K	Buy	321 +5	+2%	+$763	0.02%	27
2022 Q2	$46K	Buy	316 +120	+61%	+$19.8K	0.09%	44
2022 Q1	$32K	Buy	+196	New	+$28.1K	0.01%	92

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Win Advisors's CVX Position: Q2 2026 in Review

Win Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,537 shares — an estimated $318K sold.

Win Advisors first reported a position in CVX in Q1 2022 and held it in 5 quarters. The position peaked at $318K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Win Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 1,537 Chevron shares in Q2 2026, an estimated $318K.
Win Advisors first reported a position in Chevron in Q1 2022 and held it in 5 quarters.
Win Advisors's Chevron position peaked at $318K in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.