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West Michigan Advisors’s Chevron CVX Stock Holding History

West Michigan 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 		$1.16M Buy
6,990
+58
+0.8% +$10.8K 0.22% 113
2026
Q1 		$1.43M Buy
6,932
+513
+8% +$93.5K 0.32% 80
2025
Q4 		$978K Buy
6,419
+116
+2% +$17.7K 0.22% 108
2025
Q3 		$979K Buy
6,303
+43
+0.7% +$6.66K 0.24% 100
2025
Q2 		$896K Sell
6,260
-647
-9% -$91.2K 0.25% 75
2025
Q1 		$1.16M Sell
6,907
-1,046
-13% -$164K 0.38% 55
2024
Q4 		$1.15M Sell
7,953
-1,001
-11% -$153K 0.35% 56
2024
Q3 		$1.32M Buy
8,954
+635
+8% +$94.5K 0.4% 52
2024
Q2 		$1.3M Sell
8,319
-993
-11% -$158K 0.41% 47
2024
Q1 		$1.47M Buy
9,312
+620
+7% +$93.6K 0.48% 47
2023
Q4 		$1.3M Sell
8,692
-318
-4% -$48.1K 0.49% 46
2023
Q3 		$1.52M Buy
9,010
+137
+2% +$22.1K 0.81% 35
2023
Q2 		$1.4M Buy
8,873
+172
+2% +$27.6K 0.56% 52
2023
Q1 		$1.42M Buy
8,701
+5,041
+138% +$845K 0.81% 33
2022
Q4 		$657K Sell
3,660
-578
-14% -$101K 0.48% 47
2022
Q3 		$609K Sell
4,238
-93
-2% -$14.2K 0.53% 46
2022
Q2 		$627K Sell
4,331
-205
-5% -$33.9K 0.54% 48
2022
Q1 		$739K Sell
4,536
-939
-17% -$135K 0.5% 44
2021
Q4 		$642K Buy
+5,475
New +$622K 0.48% 49

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

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

West Michigan Advisors increased its Chevron (CVX) stake by 0.84% in Q2 2026, buying an estimated $10.8K and bringing the position to 6,990 shares worth $1.16M. The position accounts for 0.22% of the portfolio, ranked #113.

West Michigan Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q3 2023. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • West Michigan Advisors held 6,990 shares of Chevron worth $1.16M as of Q2 2026.
  • West Michigan Advisors bought 58 Chevron shares in Q2 2026, an estimated $10.8K.
  • Chevron made up 0.22% of West Michigan Advisors's portfolio in Q2 2026, its #113 holding.
  • West Michigan Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's Chevron position peaked at $1.52M in Q3 2023.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.