CPIG
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Chicago Partners Investment Group’s Chevron CVX Stock Holding History

Chicago Partners Investment Group’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 		$5.51M Buy
28,351
+4,931
+21% +$918K 0.11% 155
2026
Q1 		$4.36M Buy
23,420
+2,485
+12% +$453K 0.1% 187
2025
Q4 		$3.49M Sell
20,935
-3,076
-13% -$468K 0.09% 200
2025
Q3 		$3.7M Buy
24,011
+2,765
+13% +$428K 0.1% 184
2025
Q2 		$3.25M Buy
21,246
+2,362
+13% +$333K 0.09% 187
2025
Q1 		$2.56M Buy
18,884
+1,289
+7% +$202K 0.09% 202
2024
Q4 		$2.64M Buy
17,595
+328
+2% +$50.2K 0.09% 188
2024
Q3 		$2.6M Sell
17,267
-324
-2% -$48.2K 0.09% 179
2024
Q2 		$2.81M Buy
17,591
+868
+5% +$138K 0.11% 158
2024
Q1 		$2.72M Sell
16,723
-438
-3% -$66.1K 0.12% 158
2023
Q4 		$2.49M Buy
17,161
+1,877
+12% +$284K 0.12% 163
2023
Q3 		$2.46M Buy
15,284
+155
+1% +$25K 0.13% 145
2023
Q2 		$2.42M Sell
15,129
-747
-5% -$120K 0.13% 155
2023
Q1 		$2.72M Buy
15,876
+409
+3% +$68.6K 0.16% 129
2022
Q4 		$2.69M Sell
15,467
-925
-6% -$161K 0.16% 130
2022
Q3 		$3.04M Buy
16,392
+91
+0.6% +$13.9K 0.22% 101
2022
Q2 		$2.67M Buy
16,301
+415
+3% +$68.6K 0.19% 104
2022
Q1 		$2.67M Buy
15,886
+525
+3% +$75.3K 0.2% 101
2021
Q4 		$2.1M Buy
15,361
+529
+4% +$60.1K 0.15% 135
2021
Q3 		$1.69M Buy
14,832
+726
+5% +$72.4K 0.12% 155
2021
Q2 		$1.42M Sell
14,106
-262
-2% -$27.7K 0.11% 165
2021
Q1 		$1.46M Buy
14,368
+403
+3% +$39.4K 0.12% 148
2020
Q4 		$1.28M Buy
13,965
+770
+6% +$62.3K 0.12% 145
2020
Q3 		$947K Sell
13,195
-1,092
-8% -$91.8K 0.11% 146
2020
Q2 		$1.3M Buy
14,287
+183
+1% +$16.4K 0.16% 108
2020
Q1 		$1.23M Buy
14,104
+2,518
+22% +$249K 0.19% 91
2019
Q4 		$1.35M Buy
11,586
+959
+9% +$113K 0.17% 96
2019
Q3 		$1.25M Buy
10,627
+205
+2% +$24.9K 0.18% 95
2019
Q2 		$1.31M Buy
10,422
+157
+2% +$19K 0.19% 94
2019
Q1 		$1.23M Sell
10,265
-4,828
-32% -$571K 0.18% 92
2018
Q4 		$1.71M Sell
15,093
-374
-2% -$43.3K 0.25% 75
2018
Q3 		$1.69M Buy
15,467
+7,204
+87% +$874K 0.25% 70
2018
Q2 		$1.04M Buy
8,263
+460
+6% +$57.1K 0.16% 103
2018
Q1 		$890K Buy
7,803
+230
+3% +$27.5K 0.15% 101
2017
Q4 		$948K Buy
7,573
+2
+0% +$237 0.16% 103
2017
Q3 		$890K Sell
7,571
-125
-2% -$13.6K 0.15% 102
2017
Q2 		$842K Buy
7,696
+4,965
+182% +$526K 0.22% 82
2017
Q1 		$293K Buy
2,731
+1,039
+61% +$117K 0.08% 151
2016
Q4 		$199K Buy
1,692
+39
+2% +$4.25K 0.07% 167
2016
Q3 		$170K Buy
1,653
+9
+0.5% +$919 0.07% 186
2016
Q2 		$172K Buy
1,644
+781
+90% +$78.6K 0.08% 146
2016
Q1 		$82K Sell
863
-1,055
-55% -$92.3K 0.04% 194
2015
Q4 		$173K Buy
+1,918
New +$173K 0.08% 170
2015
Q2 		– Sell
-371
Closed -$42K – 451
2015
Q1 		$42K Sell
371
-67
-15% -$7.15K 0.02% 237
2014
Q4 		$49K Buy
+438
New +$49.8K 0.02% 225

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

Chicago Partners Investment Group's CVX Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Chevron (CVX) stake by 21% in Q2 2026, buying an estimated $918K and bringing the position to 28,351 shares worth $5.51M. The position accounts for 0.11% of the portfolio, ranked #155.

Chicago Partners Investment Group first reported a position in CVX in Q4 2014 and has held it in 45 quarters since. 2,565 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Chicago Partners Investment Group held 28,351 shares of Chevron worth $5.51M as of Q2 2026.
  • Chicago Partners Investment Group bought 4,931 Chevron shares in Q2 2026, an estimated $918K.
  • Chevron made up 0.11% of Chicago Partners Investment Group's portfolio in Q2 2026, its #155 holding.
  • Chicago Partners Investment Group first reported a position in Chevron in Q4 2014 and has held it in 45 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.