WMA
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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 		$1.43M Hold
6,932
– – 0.32% 80
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

West Michigan Advisors held its Chevron (CVX) position steady in Q2 2026 at 6,932 shares worth $1.43M. The position accounts for 0.32% of the portfolio, ranked #80.

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. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • West Michigan Advisors held 6,932 shares of Chevron worth $1.43M as of Q2 2026.
  • West Michigan Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.32% of West Michigan Advisors's portfolio in Q2 2026, its #80 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.
  • 1,415 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.