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Westover Capital Advisors’s Chevron CVX Stock Holding History

Westover Capital Advisors’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 		$2.41M Hold
11,629
– – 0.44% 52
2025
Q4 		$1.77M Sell
11,629
-215
-2% -$32.7K 0.32% 65
2025
Q3 		$1.84M Sell
11,844
-8,500
-42% -$1.32M 0.34% 61
2025
Q2 		$2.91M Buy
20,344
+14,252
+234% +$2.01M 0.58% 46
2025
Q1 		$1.02M Buy
6,092
+33
+0.5% +$5.17K 0.23% 94
2024
Q4 		$878K Hold
6,059
– – 0.19% 102
2024
Q3 		$892K Buy
6,059
+420
+7% +$62.5K 0.17% 102
2024
Q2 		$882K Hold
5,639
– – 0.23% 92
2024
Q1 		$889K Sell
5,639
-481
-8% -$72.6K 0.26% 86
2023
Q4 		$913K Buy
6,120
+193
+3% +$29.2K 0.3% 80
2023
Q3 		$999K Hold
5,927
– – 0.36% 69
2023
Q2 		$933K Sell
5,927
-162
-3% -$26K 0.32% 75
2023
Q1 		$993K Hold
6,089
– – 0.37% 70
2022
Q4 		$1.09M Buy
6,089
+266
+5% +$46.4K 0.43% 65
2022
Q3 		$837K Sell
5,823
-160
-3% -$24.4K 0.32% 74
2022
Q2 		$866K Hold
5,983
– – 0.32% 71
2022
Q1 		$974K Sell
5,983
-10
-0.2% -$1.43K 0.3% 75
2021
Q4 		$703K Buy
5,993
+2,202
+58% +$250K 0.2% 91
2021
Q3 		$385K Buy
3,791
+238
+7% +$23.7K 0.12% 118
2021
Q2 		$372K Buy
3,553
+32
+0.9% +$3.38K 0.12% 123
2021
Q1 		$369K Sell
3,521
-130
-4% -$12.7K 0.13% 116
2020
Q4 		$308K Sell
3,651
-497
-12% -$40.2K 0.11% 115
2020
Q3 		$299K Buy
+4,148
New +$349K 0.12% 105
2020
Q2 		– Sell
-25,897
Closed -$1.88M – 114
2020
Q1 		$1.88M Buy
25,897
+2,212
+9% +$219K 1.02% 37
2019
Q4 		$2.85M Sell
23,685
-6
-0% -$707 1.28% 24
2019
Q3 		$2.81M Buy
23,691
+21,125
+823% +$2.57M 1.33% 27
2019
Q2 		$319K Buy
2,566
+66
+3% +$7.98K 0.16% 98
2019
Q1 		$308K Buy
+2,500
New +$296K 0.16% 95

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

Westover Capital Advisors's CVX Position: Q1 2026 in Review

Westover Capital Advisors held its Chevron (CVX) position steady in Q1 2026 at 11,629 shares worth $2.41M. The position accounts for 0.44% of the portfolio, ranked #52.

Westover Capital Advisors first reported a position in CVX in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.91M in Q2 2025. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Westover Capital Advisors held 11,629 shares of Chevron worth $2.41M as of Q1 2026.
  • Westover Capital Advisors left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.44% of Westover Capital Advisors's portfolio in Q1 2026, its #52 holding.
  • Westover Capital Advisors first reported a position in Chevron in Q1 2019 and has held it in 28 quarters since.
  • Westover Capital Advisors's Chevron position peaked at $2.91M in Q2 2025.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.