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West Branch Capital’s Chevron CVX Stock Holding History

West Branch Capital’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 		$3.88M Buy
23,424
+163
+0.7% +$30.3K 0.9% 34
2026
Q1 		$4.81M Buy
23,261
+7,083
+44% +$1.29M 1.29% 21
2025
Q4 		$2.47M Buy
16,178
+1,001
+7% +$152K 0.64% 32
2025
Q3 		$2.36M Buy
15,177
+982
+7% +$152K 0.62% 32
2025
Q2 		$2.03M Buy
14,195
+1,542
+12% +$217K 0.6% 33
2025
Q1 		$2.12M Buy
12,653
+2,964
+31% +$464K 0.71% 34
2024
Q4 		$1.4M Buy
9,689
+1,511
+18% +$231K 0.45% 40
2024
Q3 		$1.2M Buy
8,178
+827
+11% +$123K 0.42% 37
2024
Q2 		$1.15M Buy
7,351
+609
+9% +$97.1K 0.43% 37
2024
Q1 		$1.06M Buy
6,742
+1,496
+29% +$226K 0.43% 39
2023
Q4 		$783K Buy
5,246
+497
+10% +$75.2K 0.37% 44
2023
Q3 		$801K Buy
4,749
+10
+0.2% +$1.61K 0.42% 42
2023
Q2 		$746K Buy
4,739
+224
+5% +$35.9K 0.37% 44
2023
Q1 		$737K Sell
4,515
-44
-1% -$7.38K 0.41% 43
2022
Q4 		$818K Buy
4,559
+4
+0.1% +$698 0.51% 41
2022
Q3 		$654K Buy
4,555
+131
+3% +$20K 0.41% 51
2022
Q2 		$640K Buy
4,424
+207
+5% +$34.2K 0.37% 50
2022
Q1 		$687K Buy
4,217
+120
+3% +$17.2K 0.33% 51
2021
Q4 		$481K Buy
4,097
+567
+16% +$64.4K 0.2% 58
2021
Q3 		$358K Sell
3,530
-217
-6% -$21.6K 0.17% 65
2021
Q2 		$392K Buy
3,747
+1,266
+51% +$134K 0.19% 63
2021
Q1 		$260K Buy
+2,481
New +$242K 0.15% 77
2020
Q4 		– Sell
-5,684
Closed -$409K – 89
2020
Q3 		$409K Sell
5,684
-3,722
-40% -$313K 0.26% 57
2020
Q2 		$839K Buy
9,406
+3,653
+63% +$327K 0.59% 44
2020
Q1 		$417K Sell
5,753
-206
-3% -$20.4K 0.4% 52
2019
Q4 		$718K Buy
5,959
+3,569
+149% +$420K 0.5% 53
2019
Q3 		$283K Buy
+2,390
New +$290K 0.21% 70

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

West Branch Capital's CVX Position: Q2 2026 in Review

West Branch Capital increased its Chevron (CVX) stake by 0.7% in Q2 2026, buying an estimated $30.3K and bringing the position to 23,424 shares worth $3.88M. The position accounts for 0.9% of the portfolio, ranked #34.

West Branch Capital first reported a position in CVX in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.81M in Q1 2026. 2,007 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • West Branch Capital held 23,424 shares of Chevron worth $3.88M as of Q2 2026.
  • West Branch Capital bought 163 Chevron shares in Q2 2026, an estimated $30.3K.
  • Chevron made up 0.9% of West Branch Capital's portfolio in Q2 2026, its #34 holding.
  • West Branch Capital first reported a position in Chevron in Q3 2019 and has held it in 27 quarters since.
  • West Branch Capital's Chevron position peaked at $4.81M in Q1 2026.
  • 2,007 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.