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Axis Wealth Partners’s Chevron CVX Stock Holding History

Axis 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 		$240K Sell
1,449
-227
-14% -$42.3K 0.12% 160
2026
Q1 		$347K Buy
1,676
+151
+10% +$27.5K 0.18% 126
2025
Q4 		$232K Sell
1,525
-17
-1% -$2.59K 0.13% 152
2025
Q3 		$239K Buy
1,542
+67
+5% +$10.4K 0.14% 146
2025
Q2 		$211K Sell
1,475
-170
-10% -$24K 0.14% 140
2025
Q1 		$275K Sell
1,645
-126
-7% -$19.7K 0.2% 119
2024
Q4 		$257K Buy
+1,771
New +$271K 0.22% 118

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

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

Axis Wealth Partners reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $42.3K and leaving 1,449 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #160.

Axis Wealth Partners first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $347K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Axis Wealth Partners held 1,449 shares of Chevron worth $240K as of Q2 2026.
  • Axis Wealth Partners sold 227 Chevron shares in Q2 2026, an estimated $42.3K.
  • Chevron made up 0.12% of Axis Wealth Partners's portfolio in Q2 2026, its #160 holding.
  • Axis Wealth Partners first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's Chevron position peaked at $347K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.