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Windle Wealth, LLC

SEC CIK
0001963452
Latest filing
Jul 30, 2026

CVX holding history

Chevron Corp in every 13F filed by Windle Wealth, 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)
53,163
Value
$8.81M
% of portfolio
3.5%
Quarters held
15
Since Q4 2022
Holdings of CVX by Windle Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,163$8.81M3.5%+77+0.1%AddedHolders
Q1 202653,086$11.0M4.6%−1,272−2.3%ReducedHolders
Q4 202554,358$8.28M3.7%+2,205+4.2%AddedHolders
Q3 202552,153$8.10M3.6%+1,511+3.0%AddedHolders
Q2 202550,642$7.25M3.5%+4,452+9.6%AddedHolders
Q1 202546,190$7.73M4.0%+1,438+3.2%AddedHolders
Q4 202444,752$6.48M3.6%+824+1.9%AddedHolders
Q3 202443,928$6.47M3.5%+4,851+12.4%AddedHolders
Q2 202439,077$6.11M3.7%−966−2.4%ReducedHolders
Q1 202440,043$6.32M4.0%+2,374+6.3%AddedHolders
Q4 202337,669$5.62M3.9%−508−1.3%ReducedHolders
Q3 202338,177$6.44M4.8%−331−0.9%ReducedHolders
Q2 202338,508$6.06M4.4%+495+1.3%AddedHolders
Q1 202338,013$6.20M4.6%−201−0.5%ReducedHolders
Q4 202238,214$6.86M5.4%–No prior filingHolders