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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
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

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

Western Pacific Wealth Management's CVX Position: Q1 2026 in Review

Western Pacific Wealth Management held its Chevron (CVX) position steady in Q1 2026 at 380 shares worth $78.6K. The position accounts for 0.08% of the portfolio, ranked #96.

Western Pacific Wealth Management first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $86.7K in Q1 2025. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Western Pacific Wealth Management held 380 shares of Chevron worth $78.6K as of Q1 2026.
  • Western Pacific Wealth Management left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.08% of Western Pacific Wealth Management's portfolio in Q1 2026, its #96 holding.
  • Western Pacific Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Western Pacific Wealth Management's Chevron position peaked at $86.7K in Q1 2025.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.