Winter & Associates’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$347K Sell
2,093
-2
-0.1% -$372 0.26% 57
2026
Q1
$417K Buy
2,095
+5
+0.2% +$912 0.36% 51
2025
Q4
$318K Buy
+2,090
New +$318K 0.29% 60

Other funds holding CVX

Winter & Associates's CVX Position: Q2 2026 in Review

Winter & Associates reduced its Chevron (CVX) stake by 0.1% in Q2 2026, selling an estimated $372 and leaving 2,093 shares worth $347K. The position accounts for 0.26% of the portfolio, ranked #57.

Winter & Associates first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $417K in Q1 2026. 4,117 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Winter & Associates held 2,093 shares of Chevron worth $347K as of Q2 2026.
  • Winter & Associates sold 2 Chevron shares in Q2 2026, an estimated $372.
  • Chevron made up 0.26% of Winter & Associates's portfolio in Q2 2026, its #57 holding.
  • Winter & Associates first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's Chevron position peaked at $417K in Q1 2026.
  • 4,117 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.