Winthrop Capital Management’s Chevron CVX Stock Holding History

Winthrop 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	$946K	Buy	5,707 +34	+0.6%	+$6.33K	0.23%	72
2026 Q1	$1.17M	Buy	5,673 +168	+3%	+$30.6K	0.3%	64
2025 Q4	$839K	Sell	5,505 -556	-9%	-$84.7K	0.2%	80
2025 Q3	$941K	Buy	6,061 +277	+5%	+$42.9K	0.23%	70
2025 Q2	$828K	Sell	5,784 -602	-9%	-$84.9K	0.21%	77
2025 Q1	$1.07M	Buy	6,386 +159	+3%	+$24.9K	0.29%	68
2024 Q4	$891K	Buy	+6,227	New	+$953K	0.24%	77
2024 Q1	–	Sell	-5,668	Closed	-$845K	–	180
2023 Q4	$845K	Buy	+5,668	New	+$857K	0.28%	76

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Winthrop Capital Management increased its Chevron (CVX) stake by 0.6% in Q2 2026, buying an estimated $6.33K and bringing the position to 5,707 shares worth $946K. The position accounts for 0.23% of the portfolio, ranked #72.

Winthrop Capital Management first reported a position in CVX in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.17M in Q1 2026. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Winthrop Capital Management held 5,707 shares of Chevron worth $946K as of Q2 2026.
Winthrop Capital Management bought 34 Chevron shares in Q2 2026, an estimated $6.33K.
Chevron made up 0.23% of Winthrop Capital Management's portfolio in Q2 2026, its #72 holding.
Winthrop Capital Management first reported a position in Chevron in Q4 2023 and has held it in 8 quarters since.
Winthrop Capital Management's Chevron position peaked at $1.17M in Q1 2026.
4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.