Western Pacific Wealth Management’s Chevron CVX Stock Holding History

Western Pacific Wealth 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	$62.9K	Hold	380	–	–	0.06%	116
2026 Q1	$78.6K	Hold	380	–	–	0.08%	96
2025 Q4	$57.9K	Hold	380	–	–	0.06%	107
2025 Q3	$59K	Buy	380 +2	+0.5%	+$310	0.06%	124
2025 Q2	$54.2K	Sell	378 -140	-27%	-$19.7K	0.05%	129
2025 Q1	$86.7K	Buy	518 +1	+0.2%	+$157	0.08%	107
2024 Q4	$74.9K	Buy	517 +67	+15%	+$10.3K	0.06%	126
2024 Q3	$66.2K	Buy	450 +3	+0.7%	+$447	0.04%	153
2024 Q2	$70K	Buy	447 +240	+116%	+$38.3K	0.05%	124
2024 Q1	$32.7K	Buy	207 +2	+1%	+$302	0.02%	162
2023 Q4	$30.6K	Hold	205	–	–	0.02%	164
2023 Q3	$34.6K	Hold	205	–	–	0.03%	157
2023 Q2	$32.3K	Hold	205	–	–	0.02%	165
2023 Q1	$33.4K	Hold	205	–	–	0.03%	166
2022 Q4	$36.8K	Buy	+205	New	+$35.8K	0.03%	144

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Western Pacific Wealth Management's CVX Position: Q2 2026 in Review

Western Pacific Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 380 shares worth $62.9K. The position accounts for 0.06% of the portfolio, ranked #116.

Western Pacific Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $86.7K in Q1 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Western Pacific Wealth Management held 380 shares of Chevron worth $62.9K as of Q2 2026.
Western Pacific Wealth Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.06% of Western Pacific Wealth Management's portfolio in Q2 2026, its #116 holding.
Western Pacific Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Western Pacific Wealth Management's Chevron position peaked at $86.7K in Q1 2025.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.