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Windle Wealth’s Chevron CVX Stock Holding History

Windle Wealth’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 		$8.81M Buy
53,163
+77
+0.1% +$14.3K 3.54% 17
2026
Q1 		$11M Sell
53,086
-1,272
-2% -$232K 4.64% 5
2025
Q4 		$8.28M Buy
54,358
+2,205
+4% +$336K 3.71% 12
2025
Q3 		$8.1M Buy
52,153
+1,511
+3% +$234K 3.62% 13
2025
Q2 		$7.25M Buy
50,642
+4,452
+10% +$628K 3.55% 20
2025
Q1 		$7.73M Buy
46,190
+1,438
+3% +$225K 3.98% 17
2024
Q4 		$6.48M Buy
44,752
+824
+2% +$126K 3.58% 20
2024
Q3 		$6.47M Buy
43,928
+4,851
+12% +$722K 3.52% 22
2024
Q2 		$6.11M Sell
39,077
-966
-2% -$154K 3.73% 16
2024
Q1 		$6.32M Buy
40,043
+2,374
+6% +$358K 4.02% 16
2023
Q4 		$5.62M Sell
37,669
-508
-1% -$76.8K 3.94% 19
2023
Q3 		$6.44M Sell
38,177
-331
-0.9% -$53.5K 4.8% 4
2023
Q2 		$6.06M Buy
38,508
+495
+1% +$79.4K 4.37% 10
2023
Q1 		$6.2M Sell
38,013
-201
-0.5% -$33.7K 4.6% 7
2022
Q4 		$6.86M Buy
+38,214
New +$6.67M 5.35% 2

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Windle Wealth's CVX Position: Q2 2026 in Review

Windle Wealth increased its Chevron (CVX) stake by 0.15% in Q2 2026, buying an estimated $14.3K and bringing the position to 53,163 shares worth $8.81M. The position accounts for 3.54% of the portfolio, ranked #17.

Windle Wealth first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q1 2026. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Windle Wealth held 53,163 shares of Chevron worth $8.81M as of Q2 2026.
  • Windle Wealth bought 77 Chevron shares in Q2 2026, an estimated $14.3K.
  • Chevron made up 3.54% of Windle Wealth's portfolio in Q2 2026, its #17 holding.
  • Windle Wealth first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Windle Wealth's Chevron position peaked at $11M in Q1 2026.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Windle Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.