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Castleview Partners’s Chevron CVX Stock Holding History

Castleview 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 		$945K Buy
5,699
+1,039
+22% +$193K 0.42% 55
2026
Q1 		$964K Buy
4,660
+568
+14% +$104K 0.49% 44
2025
Q4 		$624K Buy
4,092
+1,300
+47% +$198K 0.31% 69
2025
Q3 		$434K Buy
2,792
+144
+5% +$22.3K 0.24% 89
2025
Q2 		$379K Buy
2,648
+360
+16% +$50.8K 0.24% 101
2025
Q1 		$383K Sell
2,288
-37
-2% -$5.79K 0.26% 102
2024
Q4 		$341K Buy
2,325
+244
+12% +$37.3K 0.18% 132
2024
Q3 		$306K Sell
2,081
-218
-9% -$32.4K 0.18% 136
2024
Q2 		$360K Buy
2,299
+221
+11% +$35.2K 0.2% 114
2024
Q1 		$328K Buy
2,078
+466
+29% +$70.3K 0.18% 127
2023
Q4 		$240K Buy
1,612
+82
+5% +$12.4K 0.17% 123
2023
Q3 		$258K Sell
1,530
-109
-7% -$17.6K 0.24% 95
2023
Q2 		$258K Sell
1,639
-713
-30% -$114K 0.23% 93
2023
Q1 		$384K Buy
2,352
+65
+3% +$10.9K 0.34% 71
2022
Q4 		$410K Buy
2,287
+276
+14% +$48.2K 0.4% 61
2022
Q3 		$289K Buy
2,011
+1,989
+9,041% +$303K 0.28% 85
2022
Q2 		$28.8K Sell
22
-3,249
-99% -$537K 0.02% 362
2022
Q1 		$532K Sell
3,271
-953,132
-100% -$137M 0.33% 58
2021
Q4 		$8.15K Buy
+956,403
New +$109M 0.07% 110
2021
Q2 		$1.16M Buy
+11,032
New +$1.16M 0.51% 39
2018
Q1 		$374K Buy
+3,280
New +$392K 0.31% 76

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Castleview Partners's CVX Position: Q2 2026 in Review

Castleview Partners increased its Chevron (CVX) stake by 22% in Q2 2026, buying an estimated $193K and bringing the position to 5,699 shares worth $945K. The position accounts for 0.42% of the portfolio, ranked #55.

Castleview Partners first reported a position in CVX in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.16M in Q2 2021. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Castleview Partners held 5,699 shares of Chevron worth $945K as of Q2 2026.
  • Castleview Partners bought 1,039 Chevron shares in Q2 2026, an estimated $193K.
  • Chevron made up 0.42% of Castleview Partners's portfolio in Q2 2026, its #55 holding.
  • Castleview Partners first reported a position in Chevron in Q1 2018 and has held it in 21 quarters since.
  • Castleview Partners's Chevron position peaked at $1.16M in Q2 2021.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.