GW HENSSLER & ASSOCIATES LTD CVX — Chevrontexaco Corporation COM

Ownership history in GW HENSSLER & ASSOCIATES LTD  ·  86 quarters on record

AI Ownership Summary

GW HENSSLER & ASSOCIATES LTD reported Chevrontexaco Corporation COM (CVX) in 86 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.95% in 2024 Q2. The latest visible filing shows CVX at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GW HENSSLER & ASSOCIATES LTD's position in Chevrontexaco Corporation COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CVX was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CVX stock page GW HENSSLER & ASSOCIATES LTD fund profile GW HENSSLER & ASSOCIATES LTD full holdings
How GW HENSSLER & ASSOCIATES LTD held CVX — position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 59,509 +55,478 +1376.3% 0.44% $9.9M 2026-07-28 $187.58
2026 Q1 ADDED — — — 4,031 +76 +1.9% 0.04% $834K 2026-05-15 $189.37
2025 Q4 REDUCED 12.3% +37.1% ❌ 3,955 -556 -12.3% 0.03% $603K 2026-02-10 $178.86
2025 Q2 REDUCED 97.8% +10.2% ❌ 4,511 -199,616 -97.8% 0.03% $646K 2025-07-25 $148.62
2025 Q1 REDUCED — — — 204,127 -1,842 -0.9% 1.74% $30.1M 2025-05-14 $134.34
2024 Q4 REDUCED — — — 205,969 -3,254 -1.6% 1.74% $30.3M 2025-01-24 $145.98
2024 Q3 ADDED — — — 209,223 +2,353 +1.1% 1.74% $30.8M 2024-10-25 $140.01
2024 Q2 REDUCED — — — 206,870 -2,377 -1.1% 1.95% $32.4M 2024-08-01 $140.12
2024 Q1 ADDED — — — 209,247 +4,936 +2.4% 1.94% $33.0M 2024-05-07 $147.85
77 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CVX

As of 2026 Q2 — sorted by position size

ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 12.75% ACT CAPITAL MANAGEMENT, LLC 3Y 8.12% Arrow Capital Pty Ltd 7.05% COLRAIN CAPITAL LLC 3Y 7Y 6.68% Wallace Advisory Group, LLC 3Y 6.59% HATCH COVE CAPITAL, LLC 6.57% ACR Alpine Capital Research, LLC 3Y 7Y 6.54% Drummond Knight Asset Management Pty Ltd 5.01% Essex Bank 3Y 7Y 4.75% C2C Wealth Management, LLC 3Y 4.63%

FAQ About GW HENSSLER & ASSOCIATES LTD and CVX

These are the practical questions this page is built to answer before you even open the full history table.

How long has GW HENSSLER & ASSOCIATES LTD reported owning CVX?

GW HENSSLER & ASSOCIATES LTD reported CVX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CVX position in GW HENSSLER & ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for CVX was 1.95% in 2024 Q2.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2026 Q2, when GW HENSSLER & ASSOCIATES LTD reported 59,509 shares, equal to 0.44% of portfolio, with an estimated market value of $9.9M.

What does the chart on this CVX ownership page compare?

The chart compares GW HENSSLER & ASSOCIATES LTD's quarterly CVX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GW HENSSLER & ASSOCIATES LTD time their CVX position?

Based on 13F filing dates vs. subsequent CVX price moves, GW HENSSLER & ASSOCIATES LTD correctly timed 35 out of 82 reported position changes (43%). The annualised alpha on CVX relative to SPY over the holding period was -0.8%.

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