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3Chopt Investment Partners’s Chevron CVX Stock Holding History

3Chopt Investment 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 		$1.95M Sell
11,774
-850
-7% -$158K 0.37% 59
2026
Q1 		$2.61M Buy
12,624
+441
+4% +$80.4K 0.6% 42
2025
Q4 		$1.86M Sell
12,183
-734
-6% -$112K 0.42% 60
2025
Q3 		$2.01M Buy
12,917
+753
+6% +$117K 0.46% 53
2025
Q2 		$1.74M Buy
12,164
+148
+1% +$20.9K 0.42% 60
2025
Q1 		$2.01M Buy
12,016
+1,916
+19% +$300K 0.53% 50
2024
Q4 		$1.46M Buy
+10,100
New +$1.55M 0.5% 56
2024
Q3 		– Sell
-10,570
Closed -$1.65M – 97
2024
Q2 		$1.65M Buy
10,570
+239
+2% +$38.1K 0.5% 46
2024
Q1 		$1.63M Buy
10,331
+481
+5% +$72.6K 0.67% 46
2023
Q4 		$1.47M Buy
+9,850
New +$1.49M 0.54% 51
2023
Q3 		– Sell
-8,959
Closed -$1.41M – 78
2023
Q2 		$1.41M Buy
8,959
+95
+1% +$15.2K 0.71% 47
2023
Q1 		$1.45M Buy
8,864
+899
+11% +$151K 0.77% 44
2022
Q4 		$1.43M Buy
+7,965
New +$1.39M 0.78% 43

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

3Chopt Investment Partners's CVX Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Chevron (CVX) stake by 6.7% in Q2 2026, selling an estimated $158K and leaving 11,774 shares worth $1.95M. The position accounts for 0.37% of the portfolio, ranked #59.

3Chopt Investment Partners first reported a position in CVX in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.61M in Q1 2026. 2,257 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • 3Chopt Investment Partners held 11,774 shares of Chevron worth $1.95M as of Q2 2026.
  • 3Chopt Investment Partners sold 850 Chevron shares in Q2 2026, an estimated $158K.
  • Chevron made up 0.37% of 3Chopt Investment Partners's portfolio in Q2 2026, its #59 holding.
  • 3Chopt Investment Partners first reported a position in Chevron in Q4 2022 and has held it in 13 quarters since.
  • 3Chopt Investment Partners's Chevron position peaked at $2.61M in Q1 2026.
  • 2,257 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.