WESCAP Management Group’s Chevron CVX Stock Holding History

WESCAP Management Group’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	$713K	Buy	4,303 +750	+21%	+$140K	0.13%	79
2026 Q1	$735K	Hold	3,553	–	–	0.14%	78
2025 Q4	$542K	Buy	3,553 +1,176	+49%	+$179K	0.11%	83
2025 Q3	$369K	Sell	2,377 -126	-5%	-$19.5K	0.08%	91
2025 Q2	$358K	Hold	2,503	–	–	0.08%	87
2025 Q1	$419K	Sell	2,503 -16	-0.6%	-$2.5K	0.1%	80
2024 Q4	$365K	Hold	2,519	–	–	0.09%	84
2024 Q3	$371K	Buy	2,519 +220	+10%	+$32.7K	0.09%	79
2024 Q2	$360K	Sell	2,299 -75	-3%	-$12K	0.1%	81
2024 Q1	$374K	Hold	2,374	–	–	0.11%	80
2023 Q4	$354K	Sell	2,374 -1,563	-40%	-$236K	0.11%	77
2023 Q3	$664K	Buy	3,937 +1,563	+66%	+$252K	0.24%	59
2023 Q2	$374K	Sell	2,374 -833	-26%	-$134K	0.13%	74
2023 Q1	$523K	Sell	3,207 -31	-1%	-$5.2K	0.18%	69
2022 Q4	$581K	Buy	3,238 +31	+1%	+$5.41K	0.2%	66
2022 Q3	$460K	Hold	3,207	–	–	0.18%	75
2022 Q2	$464K	Sell	3,207 -188	-6%	-$31.1K	0.16%	75
2022 Q1	$552K	Hold	3,395	–	–	0.16%	72
2021 Q4	$398K	Hold	3,395	–	–	0.11%	75
2021 Q3	$344K	Sell	3,395 -51	-1%	-$5.09K	0.1%	75
2021 Q2	$360K	Hold	3,446	–	–	0.1%	71
2021 Q1	$361K	Buy	3,446 +730	+27%	+$71.3K	0.1%	70
2020 Q4	$229K	Sell	2,716 -462	-15%	-$37.4K	0.07%	77
2020 Q3	$228K	Sell	3,178 -6,386	-67%	-$537K	0.08%	76
2020 Q2	$853K	Buy	9,564 +2,572	+37%	+$230K	0.3%	52
2020 Q1	$506K	Hold	6,992	–	–	0.21%	62
2019 Q4	$842K	Sell	6,992 -194	-3%	-$22.9K	0.33%	50
2019 Q3	$852K	Hold	7,186	–	–	0.35%	49
2019 Q2	$894K	Sell	7,186 -200	-3%	-$24.2K	0.37%	50
2019 Q1	$909K	Sell	7,386 -1,170	-14%	-$138K	0.39%	51
2018 Q4	$930K	Hold	8,556	–	–	0.44%	47
2018 Q3	$1.05M	Hold	8,556	–	–	0.53%	42
2018 Q2	$1.08M	Hold	8,556	–	–	0.52%	43
2018 Q1	$975K	Hold	8,556	–	–	0.39%	47
2017 Q4	$1.07M	Buy	8,556 +3,990	+87%	+$473K	0.42%	50
2017 Q3	$537K	Hold	4,566	–	–	0.24%	52
2017 Q2	$476K	Hold	4,566	–	–	0.22%	54
2017 Q1	$490K	Sell	4,566 -517	-10%	-$58K	0.24%	47
2016 Q4	$598K	Hold	5,083	–	–	0.31%	43
2016 Q3	$523K	Sell	5,083 -54	-1%	-$5.51K	0.27%	46
2016 Q2	$539K	Hold	5,137	–	–	0.27%	48
2016 Q1	$490K	Buy	5,137 +105	+2%	+$9.18K	0.25%	43
2015 Q4	$452K	Buy	+5,032	New	+$454K	0.24%	35

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WESCAP Management Group's CVX Position: Q2 2026 in Review

WESCAP Management Group increased its Chevron (CVX) stake by 21% in Q2 2026, buying an estimated $140K and bringing the position to 4,303 shares worth $713K. The position accounts for 0.13% of the portfolio, ranked #79.

WESCAP Management Group first reported a position in CVX in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.08M in Q2 2018. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

WESCAP Management Group held 4,303 shares of Chevron worth $713K as of Q2 2026.
WESCAP Management Group bought 750 Chevron shares in Q2 2026, an estimated $140K.
Chevron made up 0.13% of WESCAP Management Group's portfolio in Q2 2026, its #79 holding.
WESCAP Management Group first reported a position in Chevron in Q4 2015 and has held it in 43 quarters since.
WESCAP Management Group's Chevron position peaked at $1.08M in Q2 2018.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on WESCAP Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.