Western Reserve Capital Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.75M Sell
10,580
-2,320
-18% -$432K 1.3% 15
2026
Q1
$2.67M Buy
12,900
+11,520
+835% +$2.1M 2.19% 11
2025
Q4
$210K Buy
+1,380
New +$210K 0.2% 46

Other funds holding CVX

Western Reserve Capital Management's CVX Position: Q2 2026 in Review

Western Reserve Capital Management reduced its Chevron (CVX) stake by 18% in Q2 2026, selling an estimated $432K and leaving 10,580 shares worth $1.75M. The position accounts for 1.3% of the portfolio, ranked #15.

Western Reserve Capital Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.67M in Q1 2026. 4,117 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Western Reserve Capital Management held 10,580 shares of Chevron worth $1.75M as of Q2 2026.
  • Western Reserve Capital Management sold 2,320 Chevron shares in Q2 2026, an estimated $432K.
  • Chevron made up 1.3% of Western Reserve Capital Management's portfolio in Q2 2026, its #15 holding.
  • Western Reserve Capital Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Western Reserve Capital Management's Chevron position peaked at $2.67M in Q1 2026.
  • 4,117 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Western Reserve Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.