Westchester Capital Management (Nebraska)’s Chevron CVX Stock Holding History

Westchester Capital Management (Nebraska)’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	$167K	Hold	1,005	–	–	0.03%	42
2026 Q1	$208K	Hold	1,005	–	–	0.04%	39
2025 Q4	$153K	Buy	1,005 +73	+8%	+$11.1K	0.03%	39
2025 Q3	$145K	Hold	932	–	–	0.03%	38
2025 Q2	$133K	Hold	932	–	–	0.03%	37
2025 Q1	$156K	Hold	932	–	–	0.04%	35
2024 Q4	$135K	Hold	932	–	–	0.03%	36
2024 Q3	$137K	Hold	932	–	–	0.03%	36
2024 Q2	$146K	Hold	932	–	–	0.04%	35
2024 Q1	$147K	Hold	932	–	–	0.04%	35
2023 Q4	$139K	Hold	932	–	–	0.04%	35
2023 Q3	$157K	Hold	932	–	–	0.05%	34
2023 Q2	$147K	Hold	932	–	–	0.04%	35
2023 Q1	$152K	Sell	932 -130	-12%	-$21.8K	0.04%	35
2022 Q4	$191K	Hold	1,062	–	–	0.06%	34
2022 Q3	$153K	Hold	1,062	–	–	0.05%	35
2022 Q2	$154K	Hold	1,062	–	–	0.05%	38
2022 Q1	$173K	Hold	1,062	–	–	0.04%	35
2021 Q4	$125K	Hold	1,062	–	–	0.03%	37
2021 Q3	$108K	Hold	1,062	–	–	0.03%	37
2021 Q2	$111K	Hold	1,062	–	–	0.03%	36
2021 Q1	$111K	Hold	1,062	–	–	0.03%	37
2020 Q4	$90K	Hold	1,062	–	–	0.03%	36
2020 Q3	$76K	Hold	1,062	–	–	0.03%	33
2020 Q2	$95K	Sell	1,062 -1,048	-50%	-$93.8K	0.04%	30
2020 Q1	$153K	Hold	2,110	–	–	0.07%	31
2019 Q4	$254K	Buy	2,110 +1,149	+120%	+$135K	0.09%	30
2019 Q3	$114K	Hold	961	–	–	0.04%	29
2019 Q2	$120K	Hold	961	–	–	0.05%	29
2019 Q1	$118K	Sell	961 -70	-7%	-$8.28K	0.05%	28
2018 Q4	$112K	Hold	1,031	–	–	0.05%	28
2018 Q3	$126K	Hold	1,031	–	–	0.05%	28
2018 Q2	$130K	Hold	1,031	–	–	0.06%	28
2018 Q1	$118K	Hold	1,031	–	–	0.05%	27
2017 Q4	$129K	Buy	1,031 +400	+63%	+$47.4K	0.05%	28
2017 Q3	$74K	Sell	631 -400	-39%	-$43.7K	0.03%	30
2017 Q2	$108K	Hold	1,031	–	–	0.05%	29
2017 Q1	$111K	Hold	1,031	–	–	0.05%	29
2016 Q4	$121K	Sell	1,031 -121	-11%	-$13.2K	0.06%	28
2016 Q3	$119K	Hold	1,152	–	–	0.06%	29
2016 Q2	$121K	Hold	1,152	–	–	0.05%	30
2016 Q1	$110K	Hold	1,152	–	–	0.05%	30
2015 Q4	$104K	Hold	1,152	–	–	0.05%	29
2015 Q3	$91K	Hold	1,152	–	–	0.05%	29
2015 Q2	$111K	Hold	1,152	–	–	0.05%	30
2015 Q1	$121K	Hold	1,152	–	–	0.06%	30
2014 Q4	$129K	Hold	1,152	–	–	0.06%	31
2014 Q3	$137K	Hold	1,152	–	–	0.06%	32
2014 Q2	$150K	Hold	1,152	–	–	0.07%	33
2014 Q1	$137K	Sell	1,152 -23	-2%	-$2.67K	0.07%	33
2013 Q4	$147K	Hold	1,175	–	–	0.08%	32
2013 Q3	$143K	Hold	1,175	–	–	0.09%	31
2013 Q2	$139K	Buy	+1,175	New	+$142K	0.09%	31

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Westchester Capital Management (Nebraska)'s CVX Position: Q2 2026 in Review

Westchester Capital Management (Nebraska) held its Chevron (CVX) position steady in Q2 2026 at 1,005 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #42.

Westchester Capital Management (Nebraska) first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $254K in Q4 2019. 2,341 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Westchester Capital Management (Nebraska) held 1,005 shares of Chevron worth $167K as of Q2 2026.
Westchester Capital Management (Nebraska) left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.03% of Westchester Capital Management (Nebraska)'s portfolio in Q2 2026, its #42 holding.
Westchester Capital Management (Nebraska) first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Westchester Capital Management (Nebraska)'s Chevron position peaked at $254K in Q4 2019.
2,341 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q2 2026, filed 23 Jul 2026.