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Barlow Wealth Partners’s Chevron CVX Stock Holding History

Barlow 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 		$944K Hold
5,363
– – 0.1% 63
2026
Q1 		$987K Hold
5,363
– – 0.11% 57
2025
Q4 		$869K Buy
5,363
+60
+1% +$9.14K 0.09% 64
2025
Q3 		$825K Sell
5,303
-515
-9% -$79.8K 0.09% 63
2025
Q2 		$861K Sell
5,818
-143
-2% -$20.2K 0.1% 61
2025
Q1 		$827K Buy
5,961
+300
+5% +$47K 0.11% 62
2024
Q4 		$896K Buy
5,661
+329
+6% +$50.4K 0.11% 61
2024
Q3 		$806K Buy
5,332
+1
+0% +$149 0.11% 71
2024
Q2 		$827K Buy
5,331
+1
+0% +$159 0.11% 70
2024
Q1 		$847K Sell
5,330
-932
-15% -$141K 0.12% 71
2023
Q4 		$934K Buy
+6,262
New +$947K 0.13% 68

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Barlow Wealth Partners held its Chevron (CVX) position steady in Q2 2026 at 5,363 shares worth $944K. The position accounts for 0.1% of the portfolio, ranked #63.

Barlow Wealth Partners first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $987K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Barlow Wealth Partners held 5,363 shares of Chevron worth $944K as of Q2 2026.
  • Barlow Wealth Partners left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.1% of Barlow Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Barlow Wealth Partners first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Barlow Wealth Partners's Chevron position peaked at $987K in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.