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Westmount Partners’s Chevron CVX Stock Holding History

Westmount Partners’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 		$604K Buy
3,644
+12
+0.3% +$2.23K 0.13% 130
2026
Q1 		$751K Sell
3,632
-80
-2% -$14.6K 0.19% 101
2025
Q4 		$566K Buy
3,712
+46
+1% +$7.01K 0.14% 120
2025
Q3 		$567K Sell
3,666
-144
-4% -$22.3K 0.15% 121
2025
Q2 		$546K Sell
3,810
-407
-10% -$57.4K 0.15% 119
2025
Q1 		$706K Sell
4,217
-3,025
-42% -$474K 0.22% 96
2024
Q4 		$1.05M Sell
7,242
-455
-6% -$69.6K 0.32% 65
2024
Q3 		$1.13M Buy
7,697
+13
+0.2% +$1.94K 0.34% 60
2024
Q2 		$1.2M Buy
7,684
+270
+4% +$43.1K 0.4% 49
2024
Q1 		$1.17M Sell
7,414
-41
-0.5% -$6.19K 0.42% 49
2023
Q4 		$1.11M Sell
7,455
-193
-3% -$29.2K 0.45% 45
2023
Q3 		$1.29M Sell
7,648
-198
-3% -$32K 0.57% 39
2023
Q2 		$1.23M Buy
7,846
+202
+3% +$32.4K 0.54% 40
2023
Q1 		$1.25M Buy
7,644
+1,631
+27% +$273K 0.58% 37
2022
Q4 		$1.08M Buy
+6,013
New +$1.05M 0.56% 37

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Westmount Partners's CVX Position: Q2 2026 in Review

Westmount Partners increased its Chevron (CVX) stake by 0.33% in Q2 2026, buying an estimated $2.23K and bringing the position to 3,644 shares worth $604K. The position accounts for 0.13% of the portfolio, ranked #130.

Westmount Partners first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q3 2023. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Westmount Partners held 3,644 shares of Chevron worth $604K as of Q2 2026.
  • Westmount Partners bought 12 Chevron shares in Q2 2026, an estimated $2.23K.
  • Chevron made up 0.13% of Westmount Partners's portfolio in Q2 2026, its #130 holding.
  • Westmount Partners first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Chevron position peaked at $1.29M in Q3 2023.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.