Western Wealth 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 | $4.84M | Buy |
29,219
+84
| +0.3% | +$15.6K | 0.16% | 131 |
|
|
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
-11,277
| -40% | -$1.77M | 0.19% | 108 |
|
|
2024
Q4 | $4.09M | Sell |
28,261
-1,169
| -4% | -$179K | 0.22% | 91 |
|
|
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
Western Wealth Management's CVX Position: Q2 2026 in Review
Western Wealth Management increased its Chevron (CVX) stake by 0.29% in Q2 2026, buying an estimated $15.6K and bringing the position to 29,219 shares worth $4.84M. The position accounts for 0.16% of the portfolio, ranked #131.
Western Wealth Management first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.73M in Q3 2022. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Western Wealth Management held 29,219 shares of Chevron worth $4.84M as of Q2 2026.
- Western Wealth Management bought 84 Chevron shares in Q2 2026, an estimated $15.6K.
- Chevron made up 0.16% of Western Wealth Management's portfolio in Q2 2026, its #131 holding.
- Western Wealth Management first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
- Western Wealth Management's Chevron position peaked at $7.73M in Q3 2022.
- 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.