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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Windle Wealth's CVX Position: Q1 2026 in Review

Windle Wealth reduced its Chevron (CVX) stake by 2.3% in Q1 2026, selling an estimated $232K and leaving 53,086 shares worth $11M. The position accounts for 4.64% of the portfolio, ranked #5.

Windle Wealth first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Windle Wealth held 53,086 shares of Chevron worth $11M as of Q1 2026.
  • Windle Wealth sold 1,272 Chevron shares in Q1 2026, an estimated $232K.
  • Chevron made up 4.64% of Windle Wealth's portfolio in Q1 2026, its #5 holding.
  • Windle Wealth first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Windle Wealth's 13F filing for Q1 2026, filed 11 May 2026.