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Woodard & Company Asset Management Group’s Chevron CVX Stock Holding History

Woodard & Company Asset Management Group’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 		$327K Buy
1,974
+14
+0.7% +$2.61K 0.05% 98
2026
Q1 		$405K Sell
1,960
-151
-7% -$27.5K 0.06% 86
2025
Q4 		$322K Sell
2,111
-37
-2% -$5.63K 0.05% 95
2025
Q3 		$334K Buy
2,148
+17
+0.8% +$2.63K 0.05% 87
2025
Q2 		$305K Buy
2,131
+60
+3% +$8.46K 0.06% 85
2025
Q1 		$346K Sell
2,071
-50
-2% -$7.83K 0.07% 85
2024
Q4 		$307K Sell
2,121
-35
-2% -$5.36K 0.07% 79
2024
Q3 		$317K Sell
2,156
-15,047
-87% -$2.24M 0.07% 77
2024
Q2 		$2.69M Buy
17,203
+344
+2% +$54.9K 0.67% 29
2024
Q1 		$2.66M Buy
16,859
+1,561
+10% +$236K 0.71% 28
2023
Q4 		$2.28M Sell
15,298
-920
-6% -$139K 0.67% 28
2023
Q3 		$2.73M Sell
16,218
-35
-0.2% -$5.65K 0.93% 21
2023
Q2 		$2.56M Sell
16,253
-77
-0.5% -$12.3K 0.85% 20
2023
Q1 		$2.66M Buy
16,330
+492
+3% +$82.5K 0.93% 21
2022
Q4 		$2.84M Buy
15,838
+1,876
+13% +$327K 1.01% 13
2022
Q3 		$2.01M Buy
13,962
+12,292
+736% +$1.87M 0.92% 21
2022
Q2 		$242K Hold
1,670
– – 0.1% 71
2022
Q1 		$272K Buy
+1,670
New +$239K 0.11% 74
2020
Q1 		– Sell
-9,112
Closed -$1.1M – 88
2019
Q4 		$1.1M Buy
9,112
+1,091
+14% +$129K 0.66% 28
2019
Q3 		$951K Buy
+8,021
New +$974K 0.6% 25
2018
Q4 		– Sell
-6,059
Closed -$741K – 64
2018
Q3 		$741K Buy
6,059
+551
+10% +$66.8K 0.67% 19
2018
Q2 		$696K Buy
5,508
+4,310
+360% +$535K 0.68% 22
2018
Q1 		$137K Sell
1,198
-589
-33% -$70.4K 0.13% 55
2017
Q4 		$224K Buy
+1,787
New +$212K 0.19% 49

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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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Woodard & Company Asset Management Group's CVX Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its Chevron (CVX) stake by 0.71% in Q2 2026, buying an estimated $2.61K and bringing the position to 1,974 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #98.

Woodard & Company Asset Management Group first reported a position in CVX in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.84M in Q4 2022. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Woodard & Company Asset Management Group held 1,974 shares of Chevron worth $327K as of Q2 2026.
  • Woodard & Company Asset Management Group bought 14 Chevron shares in Q2 2026, an estimated $2.61K.
  • Chevron made up 0.05% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #98 holding.
  • Woodard & Company Asset Management Group first reported a position in Chevron in Q4 2017 and has held it in 24 quarters since.
  • Woodard & Company Asset Management Group's Chevron position peaked at $2.84M in Q4 2022.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.