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Catalyst Financial Partners’s Chevron CVX Stock Holding History

Catalyst Financial 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 		$2.24M Sell
13,492
-2,695
-17% -$502K 0.22% 58
2026
Q1 		$3.35M Buy
16,187
+3,857
+31% +$703K 0.4% 37
2025
Q4 		$1.88M Buy
12,330
+616
+5% +$93.8K 0.21% 50
2025
Q3 		$1.82M Buy
11,714
+3,532
+43% +$547K 0.22% 47
2025
Q2 		$1.17M Buy
8,182
+49
+0.6% +$6.91K 0.13% 68
2025
Q1 		$1.36M Buy
8,133
+375
+5% +$58.7K 0.25% 48
2024
Q4 		$1.12M Buy
7,758
+48
+0.6% +$7.35K 0.21% 57
2024
Q3 		$1.14M Sell
7,710
-636
-8% -$94.7K 0.22% 58
2024
Q2 		$1.31M Buy
8,346
+335
+4% +$53.4K 0.29% 46
2024
Q1 		$1.25M Buy
8,011
+586
+8% +$88.4K 0.32% 40
2023
Q4 		$1.11M Sell
7,425
-1,438
-16% -$217K 0.31% 43
2023
Q3 		$1.49M Buy
8,863
+786
+10% +$127K 0.48% 33
2023
Q2 		$1.27M Buy
8,077
+1,087
+16% +$174K 0.45% 32
2023
Q1 		$1.14M Buy
6,990
+2,411
+53% +$404K 0.49% 31
2022
Q4 		$822K Buy
+4,579
New +$799K 0.42% 40

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

Catalyst Financial Partners's CVX Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Chevron (CVX) stake by 17% in Q2 2026, selling an estimated $502K and leaving 13,492 shares worth $2.24M. The position accounts for 0.22% of the portfolio, ranked #58.

Catalyst Financial Partners first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.35M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Catalyst Financial Partners held 13,492 shares of Chevron worth $2.24M as of Q2 2026.
  • Catalyst Financial Partners sold 2,695 Chevron shares in Q2 2026, an estimated $502K.
  • Chevron made up 0.22% of Catalyst Financial Partners's portfolio in Q2 2026, its #58 holding.
  • Catalyst Financial Partners first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Chevron position peaked at $3.35M in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.