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Balboa Wealth Partners’s Chevron CVX Stock Holding History

Balboa 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 		$1.01M Sell
6,076
-363
-6% -$67.6K 0.14% 127
2026
Q1 		$1.33M Buy
6,439
+1,799
+39% +$328K 0.22% 81
2025
Q4 		$707K Buy
4,640
+17
+0.4% +$2.59K 0.12% 135
2025
Q3 		$718K Buy
4,623
+152
+3% +$23.5K 0.12% 133
2025
Q2 		$640K Buy
4,471
+916
+26% +$129K 0.13% 133
2025
Q1 		$595K Sell
3,555
-104
-3% -$16.3K 0.14% 117
2024
Q4 		$530K Sell
3,659
-2,674
-42% -$409K 0.12% 139
2024
Q3 		$933K Sell
6,333
-899
-12% -$134K 0.23% 85
2024
Q2 		$1.13M Sell
7,232
-224
-3% -$35.7K 0.3% 63
2024
Q1 		$1.18M Buy
7,456
+546
+8% +$82.4K 0.35% 53
2023
Q4 		$1.03M Buy
6,910
+3
+0% +$454 0.34% 53
2023
Q3 		$1.16M Sell
6,907
-97
-1% -$15.7K 0.44% 34
2023
Q2 		$1.1M Buy
7,004
+10
+0.1% +$1.6K 0.38% 40
2023
Q1 		$1.14M Buy
6,994
+345
+5% +$57.8K 0.43% 42
2022
Q4 		$1.19M Sell
6,649
-3,125
-32% -$545K 0.54% 42
2022
Q3 		$1.4M Buy
+9,774
New +$1.49M 0.62% 29

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

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

Balboa Wealth Partners reduced its Chevron (CVX) stake by 5.6% in Q2 2026, selling an estimated $67.6K and leaving 6,076 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #127.

Balboa Wealth Partners first reported a position in CVX in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.4M in Q3 2022. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Balboa Wealth Partners held 6,076 shares of Chevron worth $1.01M as of Q2 2026.
  • Balboa Wealth Partners sold 363 Chevron shares in Q2 2026, an estimated $67.6K.
  • Chevron made up 0.14% of Balboa Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • Balboa Wealth Partners first reported a position in Chevron in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Chevron position peaked at $1.4M in Q3 2022.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.