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Alpha Financial Partners’s Chevron CVX Stock Holding History

Alpha Financial 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 		$230K Buy
1,387
+27
+2% +$5.03K 0.12% 107
2026
Q1 		$281K Buy
+1,360
New +$248K 0.17% 76
2025
Q2 		– Sell
-1,208
Closed -$202K – 92
2025
Q1 		$202K Sell
1,208
-474
-28% -$74.2K 0.16% 84
2024
Q4 		$244K Buy
+1,682
New +$257K 0.19% 66
2024
Q3 		– Sell
-1,557
Closed -$244K – 117
2024
Q2 		$244K Buy
1,557
+48
+3% +$7.65K 0.21% 62
2024
Q1 		$238K Buy
1,509
+57
+4% +$8.6K 0.22% 61
2023
Q4 		$217K Buy
1,452
+171
+13% +$25.9K 0.21% 72
2023
Q3 		$216K Sell
1,281
-690
-35% -$111K 0.25% 76
2023
Q2 		$310K Buy
1,971
+105
+6% +$16.8K 0.33% 61
2023
Q1 		$304K Sell
1,866
-373
-17% -$62.5K 0.34% 59
2022
Q4 		$402K Buy
+2,239
New +$391K 0.49% 38

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

Alpha Financial Partners's CVX Position: Q2 2026 in Review

Alpha Financial Partners increased its Chevron (CVX) stake by 2% in Q2 2026, buying an estimated $5.03K and bringing the position to 1,387 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #107.

Alpha Financial Partners first reported a position in CVX in Q4 2022 and has held it in 11 quarters since. The position peaked at $402K in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Alpha Financial Partners held 1,387 shares of Chevron worth $230K as of Q2 2026.
  • Alpha Financial Partners bought 27 Chevron shares in Q2 2026, an estimated $5.03K.
  • Chevron made up 0.12% of Alpha Financial Partners's portfolio in Q2 2026, its #107 holding.
  • Alpha Financial Partners first reported a position in Chevron in Q4 2022 and has held it in 11 quarters since.
  • Alpha Financial Partners's Chevron position peaked at $402K in Q4 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.