WESCAP Management Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VCM
VPM
WESCAP Management Group's CVX Position: Q1 2026 in Review
WESCAP Management Group held its Chevron (CVX) position steady in Q1 2026 at 3,553 shares worth $735K. The position accounts for 0.14% of the portfolio, ranked #78.
WESCAP Management Group first reported a position in CVX in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.08M in Q2 2018. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- WESCAP Management Group held 3,553 shares of Chevron worth $735K as of Q1 2026.
- WESCAP Management Group left its Chevron share count unchanged in Q1 2026.
- Chevron made up 0.14% of WESCAP Management Group's portfolio in Q1 2026, its #78 holding.
- WESCAP Management Group first reported a position in Chevron in Q4 2015 and has held it in 42 quarters since.
- WESCAP Management Group's Chevron position peaked at $1.08M in Q2 2018.
- 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.