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Winebrenner Capital Management’s Chevron CVX Stock Holding History

Winebrenner 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 		$4.36M Sell
26,302
-26
-0.1% -$4.84K 2.65% 8
2026
Q1 		$5.45M Buy
26,328
+243
+0.9% +$44.3K 3.5% 5
2025
Q4 		$3.98M Buy
26,085
+897
+4% +$137K 2.65% 9
2025
Q3 		$3.91M Hold
25,188
– – 2.81% 7
2025
Q2 		$3.61M Hold
25,188
– – 2.91% 6
2025
Q1 		$4.21M Hold
25,188
– – 3.8% 4
2024
Q4 		$3.65M Buy
+25,188
New +$3.86M 2.81% 6

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Winebrenner Capital Management reduced its Chevron (CVX) stake by 0.1% in Q2 2026, selling an estimated $4.84K and leaving 26,302 shares worth $4.36M. The position accounts for 2.65% of the portfolio, ranked #8.

Winebrenner Capital Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.45M in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Winebrenner Capital Management held 26,302 shares of Chevron worth $4.36M as of Q2 2026.
  • Winebrenner Capital Management sold 26 Chevron shares in Q2 2026, an estimated $4.84K.
  • Chevron made up 2.65% of Winebrenner Capital Management's portfolio in Q2 2026, its #8 holding.
  • Winebrenner Capital Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Winebrenner Capital Management's Chevron position peaked at $5.45M in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.