Windsor Capital Management’s Chevron CVX Stock Holding History

Windsor Capital Management’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	$1.04M	Sell	6,300 -651	-9%	-$121K	0.27%	56
2026 Q1	$1.44M	Buy	6,951 +269	+4%	+$49.1K	0.41%	44
2025 Q4	$1.02M	Buy	6,682 +352	+6%	+$53.6K	0.28%	55
2025 Q3	$983K	Buy	6,330 +3	+0%	+$465	0.27%	58
2025 Q2	$906K	Sell	6,327 -94	-1%	-$13.3K	0.26%	58
2025 Q1	$1.07M	Buy	6,421 +122	+2%	+$19.1K	0.33%	50
2024 Q4	$912K	Sell	6,299 -279	-4%	-$42.7K	0.27%	55
2024 Q3	$969K	Sell	6,578 -408	-6%	-$60.7K	0.28%	53
2024 Q2	$1.09M	Sell	6,986 -109	-2%	-$17.4K	0.34%	48
2024 Q1	$1.12M	Sell	7,095 -84	-1%	-$12.7K	0.35%	51
2023 Q4	$1.07M	Buy	7,179 +6	+0.1%	+$907	0.35%	49
2023 Q3	$1.21M	Hold	7,173	–	–	0.42%	43
2023 Q2	$1.13M	Buy	7,173 +16	+0.2%	+$2.56K	0.37%	47
2023 Q1	$1.17M	Sell	7,157 -482	-6%	-$80.8K	0.4%	42
2022 Q4	$1.37M	Sell	7,639 -140	-2%	-$24.4K	0.5%	39
2022 Q3	$1.12M	Sell	7,779 -96	-1%	-$14.6K	0.42%	43
2022 Q2	$1.14M	Sell	7,875 -43	-0.5%	-$7.11K	0.41%	47
2022 Q1	$1.29M	Buy	7,918 +103	+1%	+$14.8K	0.4%	45
2021 Q4	$917K	Buy	7,815 +141	+2%	+$16K	0.28%	59
2021 Q3	$778K	Sell	7,674 -176	-2%	-$17.6K	0.25%	62
2021 Q2	$822K	Buy	7,850 +20	+0.3%	+$2.11K	0.27%	63
2021 Q1	$820K	Sell	7,830 -301	-4%	-$29.4K	0.28%	59
2020 Q4	$686K	Sell	8,131 -626	-7%	-$50.7K	0.26%	67
2020 Q3	$630K	Sell	8,757 -794	-8%	-$66.8K	0.26%	71
2020 Q2	$852K	Buy	9,551 +208	+2%	+$18.6K	0.37%	57
2020 Q1	$677K	Sell	9,343 -22	-0.2%	-$2.17K	0.34%	57
2019 Q4	$1.13M	Sell	9,365 -293	-3%	-$34.5K	0.47%	49
2019 Q3	$1.15M	Buy	9,658 +469	+5%	+$57K	0.51%	50
2019 Q2	$1.14M	Buy	9,189 +23	+0.3%	+$2.78K	0.53%	50
2019 Q1	$1.13M	Buy	9,166 +170	+2%	+$20.1K	0.53%	51
2018 Q4	$978K	Buy	8,996 +580	+7%	+$67.2K	0.51%	52
2018 Q3	$1.03M	Buy	8,416 +205	+2%	+$24.9K	0.46%	54
2018 Q2	$1.04M	Sell	8,211 -308	-4%	-$38.2K	0.48%	53
2018 Q1	$970K	Buy	8,519 +903	+12%	+$108K	0.46%	54
2017 Q4	$953K	Sell	7,616 -218	-3%	-$25.9K	0.44%	47
2017 Q3	$817K	Hold	7,834	–	–	0.41%	52
2017 Q2	$817K	Buy	7,834 +23	+0.3%	+$2.44K	0.41%	52
2017 Q1	$838K	Sell	7,811 -1,922	-20%	-$216K	0.43%	47
2016 Q4	$1.15M	Buy	9,733 +730	+8%	+$79.5K	0.62%	41
2016 Q3	$926K	Sell	9,003 -139	-2%	-$14.2K	0.51%	42
2016 Q2	$958K	Buy	9,142 +944	+12%	+$94.9K	0.56%	41
2016 Q1	$782K	Buy	8,198 +480	+6%	+$42K	0.49%	49
2015 Q4	$694K	Sell	7,718 -334	-4%	-$30.1K	0.43%	56
2015 Q3	$635K	Sell	8,052 -5,018	-38%	-$422K	0.37%	55
2015 Q2	$1.26M	Buy	13,070 +4,607	+54%	+$484K	0.73%	36
2015 Q1	$889K	Buy	8,463 +1,572	+23%	+$168K	0.51%	45
2014 Q4	$773K	Buy	6,891 +397	+6%	+$45.1K	0.43%	45
2014 Q3	$775K	Buy	6,494 +437	+7%	+$55.8K	0.44%	43
2014 Q2	$791K	Buy	6,057 +646	+12%	+$80.4K	0.44%	45
2014 Q1	$643K	Buy	5,411 +1,277	+31%	+$149K	0.38%	48
2013 Q4	$516K	Buy	4,134 +668	+19%	+$80.7K	0.3%	49
2013 Q3	$421K	Buy	3,466 +705	+26%	+$86.7K	0.24%	54
2013 Q2	$327K	Buy	+2,761	New	+$334K	0.2%	61

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Windsor Capital Management's CVX Position: Q2 2026 in Review

Windsor Capital Management reduced its Chevron (CVX) stake by 9.4% in Q2 2026, selling an estimated $121K and leaving 6,300 shares worth $1.04M. The position accounts for 0.27% of the portfolio, ranked #56.

Windsor Capital Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.44M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Windsor Capital Management held 6,300 shares of Chevron worth $1.04M as of Q2 2026.
Windsor Capital Management sold 651 Chevron shares in Q2 2026, an estimated $121K.
Chevron made up 0.27% of Windsor Capital Management's portfolio in Q2 2026, its #56 holding.
Windsor Capital Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Windsor Capital Management's Chevron position peaked at $1.44M in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.