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Avid Wealth Partners’s Chevron CVX Stock Holding History

Avid 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 		$247K Buy
1,489
+181
+14% +$33.7K 0.12% 68
2026
Q1 		$271K Sell
1,308
-55
-4% -$10K 0.13% 60
2025
Q4 		$208K Buy
+1,363
New +$208K 0.1% 64

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Avid Wealth Partners's CVX Position: Q2 2026 in Review

Avid Wealth Partners increased its Chevron (CVX) stake by 14% in Q2 2026, buying an estimated $33.7K and bringing the position to 1,489 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #68.

Avid Wealth Partners first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q1 2026. 2,377 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Avid Wealth Partners held 1,489 shares of Chevron worth $247K as of Q2 2026.
  • Avid Wealth Partners bought 181 Chevron shares in Q2 2026, an estimated $33.7K.
  • Chevron made up 0.12% of Avid Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • Avid Wealth Partners first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Avid Wealth Partners's Chevron position peaked at $271K in Q1 2026.
  • 2,377 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.