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Wingate Wealth Advisors’s Chevron CVX Stock Holding History

Wingate Wealth 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 		$1.44M Buy
8,684
+1
+0% +$186 0.63% 37
2026
Q1 		$1.8M Buy
8,683
+80
+0.9% +$14.6K 0.96% 29
2025
Q4 		$1.31M Buy
8,603
+549
+7% +$83.6K 0.73% 40
2025
Q3 		$1.25M Hold
8,054
– – 0.87% 39
2025
Q2 		$1.15M Buy
8,054
+414
+5% +$58.4K 1.03% 38
2025
Q1 		$1.28M Hold
7,640
– – 1.47% 28
2024
Q4 		$1.11M Buy
+7,640
New +$1.17M 1.09% 27

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wingate Wealth Advisors's CVX Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Chevron (CVX) stake by 0.01% in Q2 2026, buying an estimated $186 and bringing the position to 8,684 shares worth $1.44M. The position accounts for 0.63% of the portfolio, ranked #37.

Wingate Wealth Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q1 2026. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wingate Wealth Advisors held 8,684 shares of Chevron worth $1.44M as of Q2 2026.
  • Wingate Wealth Advisors bought 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.63% of Wingate Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Wingate Wealth Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Wingate Wealth Advisors's Chevron position peaked at $1.8M in Q1 2026.
  • 2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.