West Wealth Group
CVX icon

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
Q3 		$541K Buy
2,651
+222
+9% +$43.7K 0.08% 79
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

West Wealth Group's CVX Position: Q3 2026 in Review

West Wealth Group increased its Chevron (CVX) stake by 9.1% in Q3 2026, buying an estimated $43.7K and bringing the position to 2,651 shares worth $541K. The position accounts for 0.08% of the portfolio, ranked #79.

West Wealth Group first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. 1,489 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • West Wealth Group held 2,651 shares of Chevron worth $541K as of Q3 2026.
  • West Wealth Group bought 222 Chevron shares in Q3 2026, an estimated $43.7K.
  • Chevron made up 0.08% of West Wealth Group's portfolio in Q3 2026, its #79 holding.
  • West Wealth Group first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • 1,489 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.