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AssuredPartners Investment Advisors’s Chevron CVX Stock Holding History

AssuredPartners Investment Advisors’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 		$3.97M Buy
23,929
+565
+2% +$105K 0.38% 68
2026
Q1 		$4.65M Buy
23,364
+14,036
+150% +$2.56M 0.51% 51
2025
Q4 		$1.42M Buy
9,328
+2,344
+34% +$357K 0.21% 113
2025
Q3 		$1.08M Buy
6,984
+169
+2% +$26.2K 0.24% 85
2025
Q2 		$976K Sell
6,815
-2,756
-29% -$389K 0.24% 74
2025
Q1 		$1.6M Sell
9,571
-667
-7% -$104K 0.31% 93
2024
Q4 		$1.48M Buy
+10,238
New +$1.57M 0.29% 91

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's CVX Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Chevron (CVX) stake by 2.4% in Q2 2026, buying an estimated $105K and bringing the position to 23,929 shares worth $3.97M. The position accounts for 0.38% of the portfolio, ranked #68.

AssuredPartners Investment Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.65M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • AssuredPartners Investment Advisors held 23,929 shares of Chevron worth $3.97M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 565 Chevron shares in Q2 2026, an estimated $105K.
  • Chevron made up 0.38% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • AssuredPartners Investment Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • AssuredPartners Investment Advisors's Chevron position peaked at $4.65M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.