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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
Q2 		$1.38M Buy
8,309
+10
+0.1% +$1.86K 0.53% 41
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Weik Capital Management's CVX Position: Q2 2026 in Review

Weik Capital Management increased its Chevron (CVX) stake by 0.12% in Q2 2026, buying an estimated $1.86K and bringing the position to 8,309 shares worth $1.38M. The position accounts for 0.53% of the portfolio, ranked #41.

Weik Capital Management first reported a position in CVX in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.45M in Q2 2024. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Weik Capital Management held 8,309 shares of Chevron worth $1.38M as of Q2 2026.
  • Weik Capital Management bought 10 Chevron shares in Q2 2026, an estimated $1.86K.
  • Chevron made up 0.53% of Weik Capital Management's portfolio in Q2 2026, its #41 holding.
  • Weik Capital Management first reported a position in Chevron in Q1 2020 and has held it in 26 quarters since.
  • Weik Capital Management's Chevron position peaked at $2.45M in Q2 2024.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Weik Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.