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West Wealth Group’s Chevron CVX Stock Holding History

West Wealth Group’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 		$403K Buy
2,429
+518
+27% +$96.4K 0.07% 99
2026
Q1 		$395K Buy
1,911
+110
+6% +$20.1K 0.08% 90
2025
Q4 		$275K Sell
1,801
-113
-6% -$17.2K 0.06% 101
2025
Q3 		$291K Buy
1,914
+316
+20% +$48.9K 0.07% 94
2025
Q2 		$244K Buy
+1,598
New +$225K 0.06% 98
2025
Q1 		– Sell
-1,796
Closed -$260K – 98
2024
Q4 		$260K Buy
1,796
+26
+1% +$3.98K 0.08% 76
2024
Q3 		$261K Buy
+1,770
New +$263K 0.08% 72

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 Wealth Group's CVX Position: Q2 2026 in Review

West Wealth Group increased its Chevron (CVX) stake by 27% in Q2 2026, buying an estimated $96.4K and bringing the position to 2,429 shares worth $403K. The position accounts for 0.07% of the portfolio, ranked #99.

West Wealth Group first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • West Wealth Group held 2,429 shares of Chevron worth $403K as of Q2 2026.
  • West Wealth Group bought 518 Chevron shares in Q2 2026, an estimated $96.4K.
  • Chevron made up 0.07% of West Wealth Group's portfolio in Q2 2026, its #99 holding.
  • West Wealth Group first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.