CFO
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CVA Family Office’s Westlake Corp WLK Stock Holding History

CVA Family Office’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.81K Buy
+84
New +$8.14K ﹤0.01% 998
2025
Q4 		– Sell
-120
Closed -$9.25K – 1376
2025
Q3 		$9.25K Buy
120
+37
+45% +$3.08K ﹤0.01% 816
2025
Q2 		$6.3K Sell
83
-112
-57% -$9.16K ﹤0.01% 858
2025
Q1 		$19.5K Sell
195
-22
-10% -$2.44K ﹤0.01% 684
2024
Q4 		$24.9K Buy
217
+37
+21% +$4.82K ﹤0.01% 640
2024
Q3 		$27.1K Sell
180
-3
-2% -$432 ﹤0.01% 609
2024
Q2 		$26.5K Buy
183
+3
+2% +$461 ﹤0.01% 599
2024
Q1 		$27.5K Hold
180
– – ﹤0.01% 591
2023
Q4 		$25.2K Buy
+180
New +$22.9K ﹤0.01% 589
2023
Q3 		– Sell
-180
Closed -$21.5K – 957
2023
Q2 		$21.5K Hold
180
– – ﹤0.01% 600
2023
Q1 		$20.9K Hold
180
– – ﹤0.01% 587
2022
Q4 		$18.5K Buy
180
+10
+6% +$1.01K ﹤0.01% 575
2022
Q3 		$15K Buy
170
+20
+13% +$1.92K ﹤0.01% 579
2022
Q2 		$15K Buy
150
+35
+30% +$4.29K ﹤0.01% 597
2022
Q1 		$14K Sell
115
-60
-34% -$6.54K ﹤0.01% 629
2021
Q4 		$17K Buy
+175
New +$17.1K ﹤0.01% 557
2021
Q3 		– Sell
-55
Closed -$5K – 889
2021
Q2 		$5K Buy
55
+5
+10% +$486 ﹤0.01% 782
2021
Q1 		$4K Buy
+50
New +$4.34K ﹤0.01% 661

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return