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Almanack Investment Partners’s Chevron CVX Stock Holding History

Almanack 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 		$916K Buy
5,526
+1,747
+46% +$325K 0.12% 106
2026
Q1 		$782K Buy
3,779
+53
+1% +$9.66K 0.13% 78
2025
Q4 		$568K Sell
3,726
-642
-15% -$97.8K 0.1% 90
2025
Q3 		$678K Sell
4,368
-1,601
-27% -$248K 0.1% 91
2025
Q2 		$855K Buy
5,969
+1,430
+32% +$202K 0.14% 92
2025
Q1 		$759K Buy
4,539
+904
+25% +$142K 0.15% 71
2024
Q4 		$526K Buy
3,635
+32
+0.9% +$4.9K 0.08% 106
2024
Q3 		$531K Sell
3,603
-80
-2% -$11.9K 0.08% 107
2024
Q2 		$576K Buy
3,683
+25
+0.7% +$3.99K 0.1% 99
2024
Q1 		$577K Buy
3,658
+238
+7% +$35.9K 0.1% 97
2023
Q4 		$510K Buy
3,420
+357
+12% +$54K 0.09% 90
2023
Q3 		$516K Sell
3,063
-505
-14% -$81.6K 0.1% 86
2023
Q2 		$561K Buy
3,568
+1,494
+72% +$240K 0.1% 86
2023
Q1 		$338K Buy
2,074
+4
+0.2% +$671 0.07% 117
2022
Q4 		$372K Sell
2,070
-296
-13% -$51.7K 0.08% 104
2022
Q3 		$340K Sell
2,366
-1,902
-45% -$290K 0.07% 100
2022
Q2 		$618K Sell
4,268
-22
-0.5% -$3.64K 0.06% 195
2022
Q1 		$699K Sell
4,290
-1,262
-23% -$181K 0.06% 204
2021
Q4 		$652K Buy
5,552
+115
+2% +$13.1K 0.05% 215
2021
Q3 		$552K Buy
5,437
+2,470
+83% +$246K 0.05% 239
2021
Q2 		$311K Sell
2,967
-1,123
-27% -$119K 0.03% 317
2021
Q1 		$429K Buy
4,090
+116
+3% +$11.3K 0.04% 262
2020
Q4 		$336K Buy
3,974
+1,127
+40% +$91.2K 0.04% 275
2020
Q3 		$237K Sell
2,847
-2,867
-50% -$241K 0.03% 344
2020
Q2 		$510K Buy
+5,714
New +$512K 0.09% 124
2019
Q3 		– Sell
-1,325
Closed -$165K – 251
2019
Q2 		$165K Buy
+1,325
New +$160K 0.04% 201
2019
Q1 		– Sell
-1,200
Closed -$131K – 156
2018
Q4 		$131K Sell
1,200
-353
-23% -$40.9K 0.04% 198
2018
Q3 		$188K Buy
+1,553
New +$188K 0.05% 185

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Almanack Investment Partners's CVX Position: Q2 2026 in Review

Almanack Investment Partners increased its Chevron (CVX) stake by 46% in Q2 2026, buying an estimated $325K and bringing the position to 5,526 shares worth $916K. The position accounts for 0.12% of the portfolio, ranked #106.

Almanack Investment Partners first reported a position in CVX in Q3 2018 and has held it in 28 quarters since. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Almanack Investment Partners held 5,526 shares of Chevron worth $916K as of Q2 2026.
  • Almanack Investment Partners bought 1,747 Chevron shares in Q2 2026, an estimated $325K.
  • Chevron made up 0.12% of Almanack Investment Partners's portfolio in Q2 2026, its #106 holding.
  • Almanack Investment Partners first reported a position in Chevron in Q3 2018 and has held it in 28 quarters since.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.