Westco Advisory Services’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.24M Sell
7,455
-325
-4% -$60.5K 0.75% 28
2026
Q1
$1.61M Buy
7,780
+2,304
+42% +$420K 1.04% 22
2025
Q4
$835K Buy
+5,476
New +$834K 0.51% 41

Other funds holding CVX

Westco Advisory Services's CVX Position: Q2 2026 in Review

Westco Advisory Services reduced its Chevron (CVX) stake by 4.2% in Q2 2026, selling an estimated $60.5K and leaving 7,455 shares worth $1.24M. The position accounts for 0.75% of the portfolio, ranked #28.

Westco Advisory Services first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q1 2026. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Westco Advisory Services held 7,455 shares of Chevron worth $1.24M as of Q2 2026.
  • Westco Advisory Services sold 325 Chevron shares in Q2 2026, an estimated $60.5K.
  • Chevron made up 0.75% of Westco Advisory Services's portfolio in Q2 2026, its #28 holding.
  • Westco Advisory Services first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Westco Advisory Services's Chevron position peaked at $1.61M in Q1 2026.
  • 4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.