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Weik Capital Management’s Chevron CVX Stock Holding History

Weik Capital Management’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
Q1 		$1.72M Sell
8,299
-150
-2% -$27.4K 0.68% 33
2025
Q4 		$1.29M Sell
8,449
-21
-0.2% -$3.2K 0.48% 40
2025
Q3 		$1.32M Sell
8,470
-130
-2% -$20.1K 0.49% 42
2025
Q2 		$1.23M Sell
8,600
-5,305
-38% -$748K 0.49% 42
2025
Q1 		$2.33M Buy
13,905
+95
+0.7% +$14.9K 0.95% 28
2024
Q4 		$2M Buy
13,810
+160
+1% +$24.5K 0.81% 29
2024
Q3 		$2.01M Sell
13,650
-2,040
-13% -$304K 0.81% 29
2024
Q2 		$2.45M Buy
15,690
+650
+4% +$104K 1.05% 26
2024
Q1 		$2.37M Buy
15,040
+1,535
+11% +$232K 1.01% 26
2023
Q4 		$2.01M Buy
13,505
+1,408
+12% +$213K 0.93% 28
2023
Q3 		$2.04M Sell
12,097
-350
-3% -$56.5K 1% 26
2023
Q2 		$1.96M Buy
12,447
+10
+0.1% +$1.6K 0.93% 26
2023
Q1 		$2.03M Buy
12,437
+1,917
+18% +$321K 0.93% 27
2022
Q4 		$1.89M Sell
10,520
-60
-0.6% -$10.5K 0.88% 29
2022
Q3 		$1.52M Buy
10,580
+200
+2% +$30.5K 0.76% 38
2022
Q2 		$1.5M Hold
10,380
– – 0.68% 41
2022
Q1 		$1.69M Sell
10,380
-60
-0.6% -$8.61K 0.67% 39
2021
Q4 		$1.23M Buy
10,440
+30
+0.3% +$3.41K 0.46% 50
2021
Q3 		$1.06M Buy
10,410
+2,315
+29% +$231K 0.44% 51
2021
Q2 		$848K Hold
8,095
– – 0.33% 66
2021
Q1 		$848K Hold
8,095
– – 0.36% 63
2020
Q4 		$684K Buy
8,095
+2,340
+41% +$189K 0.31% 66
2020
Q3 		$414K Buy
5,755
+1,020
+22% +$85.8K 0.2% 81
2020
Q2 		$423K Sell
4,735
-775
-14% -$69.4K 0.23% 78
2020
Q1 		$399K Buy
+5,510
New +$544K 0.23% 81

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Weik Capital Management's CVX Position: Q1 2026 in Review

Weik Capital Management reduced its Chevron (CVX) stake by 1.8% in Q1 2026, selling an estimated $27.4K and leaving 8,299 shares worth $1.72M. The position accounts for 0.68% of the portfolio, ranked #33.

Weik Capital Management first reported a position in CVX in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.45M in Q2 2024. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Weik Capital Management held 8,299 shares of Chevron worth $1.72M as of Q1 2026.
  • Weik Capital Management sold 150 Chevron shares in Q1 2026, an estimated $27.4K.
  • Chevron made up 0.68% of Weik Capital Management's portfolio in Q1 2026, its #33 holding.
  • Weik Capital Management first reported a position in Chevron in Q1 2020 and has held it in 25 quarters since.
  • Weik Capital Management's Chevron position peaked at $2.45M in Q2 2024.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Weik Capital Management's 13F filing for Q1 2026, filed 12 May 2026.