Willner & Heller, LLC
- SEC CIK
- 0001927796
- Latest filing
- Jul 7, 2026
CVX holding history
Chevron Corp in every 13F filed by Willner & Heller, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CVX overviewAll 13F holders of CVXFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,469
- Value
- $409.3K
- % of portfolio
- 0.3%
- Quarters held
- 16
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,469 | $409.3K | 0.3% | +74+3.1% | Added | Holders |
| Q1 2026 | 2,395 | $495.4K | 0.4% | −41−1.7% | Reduced | Holders |
| Q4 2025 | 2,436 | $371.3K | 0.3% | +76+3.2% | Added | Holders |
| Q3 2025 | 2,360 | $366.5K | 0.3% | +88+3.9% | Added | Holders |
| Q2 2025 | 2,272 | $325.4K | 0.3% | +105+4.8% | Added | Holders |
| Q1 2025 | 2,167 | $362.6K | 0.3% | +120+5.9% | Added | Holders |
| Q4 2024 | 2,047 | $296.5K | 0.3% | +15+0.7% | Added | Holders |
| Q3 2024 | 2,032 | $299.2K | 0.3% | −15−0.7% | Reduced | Holders |
| Q2 2024 | 2,047 | $320.1K | 0.3% | −29−1.4% | Reduced | Holders |
| Q1 2024 | 2,076 | $327.4K | 0.3% | +106+5.4% | Added | Holders |
| Q4 2023 | 1,970 | $293.8K | 0.3% | – | No prior filing | Holders |
| Q1 2023 | – | – | – | – | Not filed | Holders |
| Q4 2022 | 1,833 | $329.0K | 0.5% | −29−1.6% | Reduced | Holders |
| Q3 2022 | 1,862 | $267.0K | 0.4% | −132−6.6% | Reduced | Holders |
| Q2 2022 | 1,994 | $289.0K | 0.4% | +13+0.7% | Added | Holders |
| Q1 2022 | 1,981 | $232.0K | 0.3% | −15−0.8% | Reduced | Holders |
| Q4 2021 | 1,996 | $203.0K | 0.3% | – | No prior filing | Holders |