Aspect Partners’s Chevron CVX Stock Holding History

Aspect 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	$172K	Hold	1,040	–	–	0.06%	89
2026 Q1	$215K	Hold	1,040	–	–	0.09%	71
2025 Q4	$159K	Buy	1,040 +19	+2%	+$2.89K	0.07%	86
2025 Q3	$159K	Sell	1,021 -63	-6%	-$9.76K	0.07%	87
2025 Q2	$155K	Buy	1,084 +53	+5%	+$7.47K	0.08%	90
2025 Q1	$172K	Buy	1,031 +14	+1%	+$2.19K	0.1%	74
2024 Q4	$147K	Buy	1,017 +3	+0.3%	+$459	0.09%	82
2024 Q3	$149K	Buy	1,014 +10	+1%	+$1.49K	0.08%	76
2024 Q2	$157K	Hold	1,004	–	–	0.09%	80
2024 Q1	$158K	Hold	1,004	–	–	0.13%	76
2023 Q4	$150K	Buy	+1,004	New	+$152K	0.1%	77

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Aspect Partners's CVX Position: Q2 2026 in Review

Aspect Partners held its Chevron (CVX) position steady in Q2 2026 at 1,040 shares worth $172K. The position accounts for 0.06% of the portfolio, ranked #89.

Aspect Partners first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $215K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Aspect Partners held 1,040 shares of Chevron worth $172K as of Q2 2026.
Aspect Partners left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.06% of Aspect Partners's portfolio in Q2 2026, its #89 holding.
Aspect Partners first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Chevron position peaked at $215K in Q1 2026.
1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.