West Financial Advisors’s Chevron CVX Stock Holding History

West Financial Advisors’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	$147K	Hold	886	–	–	0.02%	75
2026 Q1	$183K	Sell	886 -47	-5%	-$8.57K	0.03%	59
2025 Q4	$142K	Buy	933 +47	+5%	+$7.16K	0.02%	68
2025 Q3	$138K	Hold	886	–	–	0.02%	72
2025 Q2	$127K	Hold	886	–	–	0.02%	72
2025 Q1	$148K	Buy	+886	New	+$139K	0.03%	69
2023 Q4	–	Sell	-87	Closed	-$14.7K	–	168
2023 Q3	$14.7K	Buy	+87	New	+$14.1K	﹤0.01%	120
2023 Q2	–	Sell	-40	Closed	-$6.54K	–	189
2023 Q1	$6.54K	Buy	+40	New	+$6.71K	﹤0.01%	125
2022 Q2	–	Sell	-46	Closed	-$7K	–	171
2022 Q1	$7K	Buy	+46	New	+$6.6K	﹤0.01%	151

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

West Financial Advisors's CVX Position: Q2 2026 in Review

West Financial Advisors held its Chevron (CVX) position steady in Q2 2026 at 886 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #75.

West Financial Advisors first reported a position in CVX in Q1 2022 and has held it in 9 quarters since. The position peaked at $183K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

West Financial Advisors held 886 shares of Chevron worth $147K as of Q2 2026.
West Financial Advisors left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.02% of West Financial Advisors's portfolio in Q2 2026, its #75 holding.
West Financial Advisors first reported a position in Chevron in Q1 2022 and has held it in 9 quarters since.
West Financial Advisors's Chevron position peaked at $183K in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.