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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Westend Capital Management's CVX Position: Q1 2026 in Review

Westend Capital Management held its Chevron (CVX) position steady in Q1 2026 at 551 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #68.

Westend Capital Management first reported a position in CVX in Q2 2013 and has held it in 11 quarters since. The position peaked at $206K in Q1 2025. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Westend Capital Management held 551 shares of Chevron worth $114K as of Q1 2026.
  • Westend Capital Management left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.03% of Westend Capital Management's portfolio in Q1 2026, its #68 holding.
  • Westend Capital Management first reported a position in Chevron in Q2 2013 and has held it in 11 quarters since.
  • Westend Capital Management's Chevron position peaked at $206K in Q1 2025.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.