Westwood Holdings Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$88.6M Sell
428,422
-50,860
-11% -$9.27M 0.65% 32
2025
Q4
$73M Sell
479,282
-87,088
-15% -$13.3M 0.59% 41
2025
Q3
$88M Sell
566,370
-57,225
-9% -$8.86M 0.63% 43
2025
Q2
$89.3M Buy
623,595
+172
+0% +$24.2K 0.64% 46
2025
Q1
$104M Sell
623,423
-25,796
-4% -$4.04M 0.79% 26
2024
Q4
$94M Buy
649,219
+11,597
+2% +$1.78M 0.72% 32
2024
Q3
$93.9M Sell
637,622
-38,033
-6% -$5.66M 0.4% 74
2024
Q2
$106M Sell
675,655
-3,899
-0.6% -$622K 0.49% 50
2024
Q1
$107M Sell
679,554
-34,436
-5% -$5.2M 0.84% 21
2023
Q4
$106M Buy
713,990
+6,744
+1% +$1.02M 0.9% 19
2023
Q3
$119M Buy
707,246
+2,957
+0.4% +$478K 1.11% 13
2023
Q2
$111M Sell
704,289
-10,898
-2% -$1.75M 0.99% 14
2023
Q1
$117M Buy
715,187
+22,194
+3% +$3.72M 1.05% 17
2022
Q4
$124M Buy
692,993
+72,016
+12% +$12.6M 1.1% 15
2022
Q3
$89.2M Buy
620,977
+151,796
+32% +$23.2M 1.05% 15
2022
Q2
$67.9M Sell
469,181
-47,374
-9% -$7.83M 0.74% 41
2022
Q1
$84.1M Sell
516,555
-120,807
-19% -$17.3M 0.78% 33
2021
Q4
$74.8M Buy
637,362
+8,135
+1% +$924K 0.67% 59
2021
Q3
$63.8M Sell
629,227
-4,358
-0.7% -$435K 0.69% 50
2021
Q2
$66.4M Sell
633,585
-6,569
-1% -$693K 0.67% 53
2021
Q1
$67.1M Buy
640,154
+488,272
+321% +$47.7M 0.67% 45
2020
Q4
$12.8M Sell
151,882
-210,984
-58% -$17.1M 0.15% 175
2020
Q3
$26.1M Sell
362,866
-464,310
-56% -$39.1M 0.33% 105
2020
Q2
$73.8M Sell
827,176
-238,907
-22% -$21.4M 0.98% 25
2020
Q1
$77.2M Buy
1,066,083
+18,862
+2% +$1.86M 1.16% 19
2019
Q4
$126M Buy
1,047,221
+233,154
+29% +$27.5M 1.35% 12
2019
Q3
$96.5M Buy
814,067
+36,495
+5% +$4.43M 1.07% 17
2019
Q2
$96.8M Buy
777,572
+212,122
+38% +$25.6M 1.05% 17
2019
Q1
$69.7M Sell
565,450
-6,393
-1% -$756K 0.72% 43
2018
Q4
$62.2M Sell
571,843
-62,807
-10% -$7.28M 0.71% 42
2018
Q3
$77.6M Sell
634,650
-3,959
-0.6% -$480K 0.68% 46
2018
Q2
$80.7M Sell
638,609
-61,157
-9% -$7.59M 0.68% 45
2018
Q1
$79.8M Sell
699,766
-49,972
-7% -$5.97M 0.65% 47
2017
Q4
$93.9M Buy
749,738
+1,336
+0.2% +$158K 0.71% 43
2017
Q3
$87.9M Sell
748,402
-5,221
-0.7% -$570K 0.7% 42
2017
Q2
$78.7M Sell
753,623
-183,289
-20% -$19.4M 0.64% 49
2017
Q1
$101M Buy
936,912
+187,200
+25% +$21M 0.82% 29
2016
Q4
$88.2M Sell
749,712
-23,168
-3% -$2.52M 0.72% 39
2016
Q3
$79.5M Sell
772,880
-17,934
-2% -$1.83M 0.67% 46
2016
Q2
$82.9M Sell
790,814
-108,090
-12% -$10.9M 0.74% 40
2016
Q1
$85.8M Buy
898,904
+18,066
+2% +$1.58M 0.74% 43
2015
Q4
$79.2M Buy
880,838
+52,150
+6% +$4.7M 0.69% 45
2015
Q3
$65.4M Sell
828,688
-427,014
-34% -$35.9M 0.57% 69
2015
Q2
$121M Sell
1,255,702
-100,363
-7% -$10.5M 0.91% 25
2015
Q1
$142M Buy
1,356,065
+225,108
+20% +$24M 1.08% 19
2014
Q4
$127M Sell
1,130,957
-17,745
-2% -$2.02M 0.98% 22
2014
Q3
$137M Sell
1,148,702
-81,071
-7% -$10.3M 1.08% 24
2014
Q2
$161M Buy
1,229,773
+21,872
+2% +$2.72M 1.18% 19
2014
Q1
$144M Sell
1,207,901
-33,699
-3% -$3.92M 1.11% 26
2013
Q4
$155M Buy
1,241,600
+132,740
+12% +$16M 1.19% 21
2013
Q3
$135M Buy
1,108,860
+15,486
+1% +$1.9M 1.14% 18
2013
Q2
$129M Buy
+1,093,374
New +$132M 1.13% 17

Other funds holding CVX

Westwood Holdings Group's CVX Position: Q1 2026 in Review

Westwood Holdings Group reduced its Chevron (CVX) stake by 11% in Q1 2026, selling an estimated $9.27M and leaving 428,422 shares worth $88.6M. The position accounts for 0.65% of the portfolio, ranked #32.

Westwood Holdings Group first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $161M in Q2 2014. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Westwood Holdings Group held 428,422 shares of Chevron worth $88.6M as of Q1 2026.
  • Westwood Holdings Group sold 50,860 Chevron shares in Q1 2026, an estimated $9.27M.
  • Chevron made up 0.65% of Westwood Holdings Group's portfolio in Q1 2026, its #32 holding.
  • Westwood Holdings Group first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • Westwood Holdings Group's Chevron position peaked at $161M in Q2 2014.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.