Alvarez & Marsal Private Wealth Partners’s Chevron CVX Stock Holding History

Alvarez & Marsal Private 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	–	Sell	-2,949	Closed	-$610K	–	134
2026 Q1	$610K	Buy	2,949 +1,448	+96%	+$264K	0.09%	55
2025 Q4	$229K	Buy	+1,501	New	+$229K	0.04%	84

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alvarez & Marsal Private Wealth Partners's CVX Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Chevron (CVX) in Q2 2026, closing a stake of 2,949 shares — an estimated $610K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in CVX in Q4 2025 and held it in 2 quarters. The position peaked at $610K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Alvarez & Marsal Private Wealth Partners reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Alvarez & Marsal Private Wealth Partners sold 2,949 Chevron shares in Q2 2026, an estimated $610K.
Alvarez & Marsal Private Wealth Partners first reported a position in Chevron in Q4 2025 and held it in 2 quarters.
Alvarez & Marsal Private Wealth Partners's Chevron position peaked at $610K in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.