Westover Capital Advisors’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 | $1.93M | Hold |
11,629
| – | – | 0.32% | 65 |
|
|
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
Westover Capital Advisors's CVX Position: Q2 2026 in Review
Westover Capital Advisors held its Chevron (CVX) position steady in Q2 2026 at 11,629 shares worth $1.93M. The position accounts for 0.32% of the portfolio, ranked #65.
Westover Capital Advisors first reported a position in CVX in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.91M in Q2 2025. 4,131 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Westover Capital Advisors held 11,629 shares of Chevron worth $1.93M as of Q2 2026.
- Westover Capital Advisors left its Chevron share count unchanged in Q2 2026.
- Chevron made up 0.32% of Westover Capital Advisors's portfolio in Q2 2026, its #65 holding.
- Westover Capital Advisors first reported a position in Chevron in Q1 2019 and has held it in 29 quarters since.
- Westover Capital Advisors's Chevron position peaked at $2.91M in Q2 2025.
- 4,131 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.