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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

West Wealth Group's CVX Position: Q1 2026 in Review

West Wealth Group increased its Chevron (CVX) stake by 6.1% in Q1 2026, buying an estimated $20.1K and bringing the position to 1,911 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #90.

West Wealth Group first reported a position in CVX in Q3 2024 and has held it in 6 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

West Wealth Group held 1,911 shares of Chevron worth $395K as of Q1 2026.
West Wealth Group bought 110 Chevron shares in Q1 2026, an estimated $20.1K.
Chevron made up 0.08% of West Wealth Group's portfolio in Q1 2026, its #90 holding.
West Wealth Group first reported a position in Chevron in Q3 2024 and has held it in 6 quarters since.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.