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Westend Capital Management’s Chevron CVX Stock Holding History

Westend Capital Management’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 		$24.4K Sell
147
-404
-73% -$75.2K 0.01% 126
2026
Q1 		$114K Hold
551
– – 0.03% 68
2025
Q4 		$84K Hold
551
– – 0.02% 77
2025
Q3 		$85.6K Hold
551
– – 0.02% 63
2025
Q2 		$78.9K Sell
551
-679
-55% -$95.7K 0.02% 68
2025
Q1 		$206K Buy
1,230
+607
+97% +$95K 0.08% 43
2024
Q4 		$90.2K Hold
623
– – 0.03% 60
2024
Q3 		$91.7K Hold
623
– – 0.03% 61
2024
Q2 		$97.5K Sell
623
-129
-17% -$20.6K 0.03% 53
2024
Q1 		$119K Buy
+752
New +$113K 0.05% 52
2014
Q1 		– Sell
-632
Closed -$79K – 58
2013
Q4 		$79K Buy
+632
New +$76.4K 0.08% 67
2013
Q2 		$75K Buy
+632
New +$76.4K 0.08% 65

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Westend Capital Management's CVX Position: Q2 2026 in Review

Westend Capital Management reduced its Chevron (CVX) stake by 73% in Q2 2026, selling an estimated $75.2K and leaving 147 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #126.

Westend Capital Management first reported a position in CVX in Q2 2013 and has held it in 12 quarters since. The position peaked at $206K in Q1 2025. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Westend Capital Management held 147 shares of Chevron worth $24.4K as of Q2 2026.
  • Westend Capital Management sold 404 Chevron shares in Q2 2026, an estimated $75.2K.
  • Chevron made up 0.01% of Westend Capital Management's portfolio in Q2 2026, its #126 holding.
  • Westend Capital Management first reported a position in Chevron in Q2 2013 and has held it in 12 quarters since.
  • Westend Capital Management's Chevron position peaked at $206K in Q1 2025.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.