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Western Financial Corp’s Chevron CVX Stock Holding History

Western Financial Corp’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 		$414K Buy
2,495
+8
+0.3% +$1.49K 0.12% 101
2026
Q1 		$515K Buy
2,487
+9
+0.4% +$1.64K 0.2% 92
2025
Q4 		$378K Buy
2,478
+10
+0.4% +$1.52K 0.15% 93
2025
Q3 		$383K Buy
2,468
+10
+0.4% +$1.55K 0.17% 97
2025
Q2 		$352K Buy
2,458
+10
+0.4% +$1.41K 0.19% 99
2025
Q1 		$410K Buy
2,448
+9
+0.4% +$1.41K 0.24% 90
2024
Q4 		$353K Buy
2,439
+9
+0.4% +$1.38K 0.19% 110
2024
Q3 		$358K Buy
2,430
+10
+0.4% +$1.49K 0.2% 103
2024
Q2 		$379K Buy
2,420
+9
+0.4% +$1.44K 0.23% 85
2024
Q1 		$380K Sell
2,411
-58
-2% -$8.75K 0.23% 84
2023
Q4 		$368K Buy
2,469
+21
+0.9% +$3.18K 0.25% 96
2023
Q3 		$413K Sell
2,448
-22
-0.9% -$3.55K 0.3% 89
2023
Q2 		$389K Sell
2,470
-488
-16% -$78.2K 0.26% 92
2023
Q1 		$483K Sell
2,958
-1,368
-32% -$229K 0.34% 89
2022
Q4 		$777K Buy
4,326
+669
+18% +$117K 0.5% 45
2022
Q3 		$525K Buy
3,657
+433
+13% +$66K 0.37% 71
2022
Q2 		$467K Buy
3,224
+794
+33% +$131K 0.33% 66
2022
Q1 		$396K Buy
2,430
+78
+3% +$11.2K 0.23% 78
2021
Q4 		$276K Buy
2,352
+8
+0.3% +$909 0.14% 81
2021
Q3 		$238K Buy
2,344
+11
+0.5% +$1.1K 0.14% 81
2021
Q2 		$244K Buy
2,333
+9
+0.4% +$950 0.13% 80
2021
Q1 		$244K Buy
+2,324
New +$227K 0.15% 75

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Western Financial Corp's CVX Position: Q2 2026 in Review

Western Financial Corp increased its Chevron (CVX) stake by 0.32% in Q2 2026, buying an estimated $1.49K and bringing the position to 2,495 shares worth $414K. The position accounts for 0.12% of the portfolio, ranked #101.

Western Financial Corp first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $777K in Q4 2022. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Western Financial Corp held 2,495 shares of Chevron worth $414K as of Q2 2026.
  • Western Financial Corp bought 8 Chevron shares in Q2 2026, an estimated $1.49K.
  • Chevron made up 0.12% of Western Financial Corp's portfolio in Q2 2026, its #101 holding.
  • Western Financial Corp first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
  • Western Financial Corp's Chevron position peaked at $777K in Q4 2022.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.