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Accretive Wealth Partners’s Chevron CVX Stock Holding History

Accretive Wealth 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 		$1.87M Buy
11,254
+529
+5% +$98.5K 0.45% 54
2026
Q1 		$2.22M Buy
10,725
+430
+4% +$78.4K 0.62% 44
2025
Q4 		$1.57M Buy
10,295
+262
+3% +$39.9K 0.47% 66
2025
Q3 		$1.56M Buy
10,033
+140
+1% +$21.7K 0.48% 65
2025
Q2 		$1.42M Sell
9,893
-72
-0.7% -$10.2K 0.46% 68
2025
Q1 		$1.35M Buy
9,965
+1,303
+15% +$204K 0.48% 66
2024
Q4 		$1.25M Sell
8,662
-307
-3% -$47K 0.53% 63
2024
Q3 		$1.32M Sell
8,969
-202
-2% -$30.1K 0.55% 63
2024
Q2 		$1.43M Buy
9,171
+475
+5% +$75.7K 0.6% 57
2024
Q1 		$1.39M Buy
8,696
+7,347
+545% +$1.11M 0.62% 53
2023
Q4 		$201K Hold
1,349
– – 0.1% 127
2023
Q3 		$227K Hold
1,349
– – 0.14% 113
2023
Q2 		$212K Buy
1,349
+17
+1% +$2.73K 0.13% 110
2023
Q1 		$217K Buy
+1,332
New +$223K 0.14% 109

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Accretive Wealth Partners's CVX Position: Q2 2026 in Review

Accretive Wealth Partners increased its Chevron (CVX) stake by 4.9% in Q2 2026, buying an estimated $98.5K and bringing the position to 11,254 shares worth $1.87M. The position accounts for 0.45% of the portfolio, ranked #54.

Accretive Wealth Partners first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.22M in Q1 2026. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Accretive Wealth Partners held 11,254 shares of Chevron worth $1.87M as of Q2 2026.
  • Accretive Wealth Partners bought 529 Chevron shares in Q2 2026, an estimated $98.5K.
  • Chevron made up 0.45% of Accretive Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • Accretive Wealth Partners first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • Accretive Wealth Partners's Chevron position peaked at $2.22M in Q1 2026.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.