WWM
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Western Wealth Management’s Chevron CVX Stock Holding History

Western 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 		$6.03M Buy
29,135
+12,248
+73% +$2.23M 0.23% 86
2025
Q4 		$2.57M Buy
16,887
+515
+3% +$78.4K 0.12% 177
2025
Q3 		$2.54M Sell
16,372
-1,054
-6% -$163K 0.13% 152
2025
Q2 		$2.5M Buy
17,426
+442
+3% +$62.3K 0.15% 139
2025
Q1 		$2.84M Sell
16,984
-376
-2% -$58.9K 0.19% 108
2024
Q4 		$2.51M Sell
17,360
-12,070
-41% -$1.85M 0.16% 123
2024
Q3 		$4.33M Buy
29,430
+7,656
+35% +$1.14M 0.25% 84
2024
Q2 		$3.41M Buy
21,774
+766
+4% +$122K 0.25% 80
2024
Q1 		$3.31M Sell
21,008
-11,138
-35% -$1.68M 0.26% 77
2023
Q4 		$4.79M Buy
32,146
+690
+2% +$104K 0.35% 57
2023
Q3 		$5.3M Buy
31,456
+1,212
+4% +$196K 0.45% 42
2023
Q2 		$4.76M Sell
30,244
-497
-2% -$79.7K 0.41% 47
2023
Q1 		$5.02M Sell
30,741
-1,394
-4% -$234K 0.47% 41
2022
Q4 		$5.77M Sell
32,135
-19,775
-38% -$3.45M 0.59% 32
2022
Q3 		$7.73M Buy
51,910
+5,739
+12% +$875K 0.44% 41
2022
Q2 		$6.66M Buy
46,171
+1,120
+2% +$185K 0.38% 52
2022
Q1 		$7.34M Buy
45,051
+26,577
+144% +$3.81M 0.36% 58
2021
Q4 		$2.17M Buy
+18,474
New +$2.1M 0.21% 106
2021
Q2 		$2.93M Buy
27,929
+11,651
+72% +$1.23M 0.3% 72
2021
Q1 		$1.71M Buy
16,278
+1,012
+7% +$98.8K 0.23% 99
2020
Q4 		$1.29M Sell
15,266
-1,578
-9% -$128K 0.19% 128
2020
Q3 		$1.21M Sell
16,844
-252
-1% -$21.2K 0.2% 121
2020
Q2 		$1.52M Buy
17,096
+1,438
+9% +$129K 0.28% 88
2020
Q1 		$1.13M Buy
15,658
+2,393
+18% +$236K 0.26% 92
2019
Q4 		$1.6M Sell
13,265
-2,785
-17% -$328K 0.24% 95
2019
Q3 		$1.91M Buy
16,050
+610
+4% +$74.1K 0.4% 57
2019
Q2 		$1.92M Sell
15,440
-1,174
-7% -$142K 0.25% 84
2019
Q1 		$2.05M Buy
16,614
+339
+2% +$40.1K 0.46% 45
2018
Q4 		$1.77M Buy
+16,275
New +$1.89M 0.48% 43

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 Wealth Management's CVX Position: Q1 2026 in Review

Western Wealth Management increased its Chevron (CVX) stake by 73% in Q1 2026, buying an estimated $2.23M and bringing the position to 29,135 shares worth $6.03M. The position accounts for 0.23% of the portfolio, ranked #86.

Western Wealth Management first reported a position in CVX in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.73M in Q3 2022. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Western Wealth Management held 29,135 shares of Chevron worth $6.03M as of Q1 2026.
  • Western Wealth Management bought 12,248 Chevron shares in Q1 2026, an estimated $2.23M.
  • Chevron made up 0.23% of Western Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Western Wealth Management first reported a position in Chevron in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Chevron position peaked at $7.73M in Q3 2022.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.