Westbourne Investments’s Chevron CVX Stock Holding History

Westbourne Investments’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	–	Sell	-16,341	Closed	-$2.49M	–	149
2025 Q4	$2.49M	Buy	16,341 +56	+0.3%	+$8.53K	1.16%	31
2025 Q3	$2.57M	Sell	16,285 -4,796	-23%	-$743K	1.23%	28
2025 Q2	$3.02M	Buy	21,081 +15,375	+269%	+$2.17M	1.61%	16
2025 Q1	$955K	Buy	5,706 +2,390	+72%	+$374K	0.58%	50
2024 Q4	$480K	Buy	+3,316	New	+$508K	0.28%	71

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

Westbourne Investments's CVX Position: Q1 2026 in Review

Westbourne Investments sold out of Chevron (CVX) in Q1 2026, closing a stake of 16,341 shares — an estimated $2.49M sold.

Westbourne Investments first reported a position in CVX in Q4 2024 and held it in 5 quarters. The position peaked at $3.02M in Q2 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Westbourne Investments reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
Westbourne Investments sold 16,341 Chevron shares in Q1 2026, an estimated $2.49M.
Westbourne Investments first reported a position in Chevron in Q4 2024 and held it in 5 quarters.
Westbourne Investments's Chevron position peaked at $3.02M in Q2 2025.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.