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Westshore Wealth’s Chevron CVX Stock Holding History

Westshore Wealth’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 		$357K Buy
1,725
+175
+11% +$31.9K 0.13% 65
2025
Q4 		$236K Sell
1,550
-54
-3% -$8.22K 0.08% 83
2025
Q3 		$249K Hold
1,604
– – 0.09% 82
2025
Q2 		$230K Hold
1,604
– – 0.09% 83
2025
Q1 		$268K Hold
1,604
– – 0.11% 75
2024
Q4 		$232K Hold
1,604
– – 0.09% 82
2024
Q3 		$236K Buy
1,604
+1
+0.1% +$149 0.1% 82
2024
Q2 		$251K Hold
1,603
– – 0.1% 78
2024
Q1 		$253K Buy
1,603
+1
+0.1% +$151 0.11% 79
2023
Q4 		$239K Sell
1,602
-31
-2% -$4.69K 0.11% 79
2023
Q3 		$275K Buy
1,633
+31
+2% +$5.01K 0.15% 56
2023
Q2 		$252K Sell
1,602
-13
-0.8% -$2.08K 0.13% 87
2023
Q1 		$264K Buy
1,615
+13
+0.8% +$2.18K 0.14% 85
2022
Q4 		$288K Hold
1,602
– – 0.16% 73
2022
Q3 		$230K Hold
1,602
– – 0.16% 74
2022
Q2 		$232K Hold
1,602
– – 0.15% 79
2022
Q1 		$261K Sell
1,602
-5,053
-76% -$725K 0.18% 74
2021
Q4 		$781K Sell
6,655
-95
-1% -$10.8K 0.54% 24
2021
Q3 		$685K Sell
6,750
-8,829
-57% -$881K 0.55% 25
2021
Q2 		$1.63M Buy
15,579
+940
+6% +$99.2K 0.84% 22
2021
Q1 		$1.53M Buy
+14,639
New +$1.43M 0.88% 21
2019
Q4 		$228K Buy
+1,893
New +$223K 0.25% 66

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

Westshore Wealth's CVX Position: Q1 2026 in Review

Westshore Wealth increased its Chevron (CVX) stake by 11% in Q1 2026, buying an estimated $31.9K and bringing the position to 1,725 shares worth $357K. The position accounts for 0.13% of the portfolio, ranked #65.

Westshore Wealth first reported a position in CVX in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.63M in Q2 2021. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Westshore Wealth held 1,725 shares of Chevron worth $357K as of Q1 2026.
  • Westshore Wealth bought 175 Chevron shares in Q1 2026, an estimated $31.9K.
  • Chevron made up 0.13% of Westshore Wealth's portfolio in Q1 2026, its #65 holding.
  • Westshore Wealth first reported a position in Chevron in Q4 2019 and has held it in 22 quarters since.
  • Westshore Wealth's Chevron position peaked at $1.63M in Q2 2021.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.