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Concord Wealth Partners’s Chevron CVX Stock Holding History

Concord 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 		$3.28M Sell
19,772
-1,857
-9% -$346K 0.38% 67
2026
Q1 		$4.47M Buy
21,629
+13,597
+169% +$2.48M 0.58% 39
2025
Q4 		$1.22M Sell
8,032
-53
-0.7% -$8.07K 0.16% 117
2025
Q3 		$1.26M Sell
8,085
-1,182
-13% -$183K 0.17% 115
2025
Q2 		$1.33M Buy
9,267
+999
+12% +$141K 0.19% 109
2025
Q1 		$1.38M Buy
8,268
+478
+6% +$74.8K 0.23% 97
2024
Q4 		$1.13M Sell
7,790
-16,280
-68% -$2.49M 0.18% 100
2024
Q3 		$3.54M Buy
24,070
+1,179
+5% +$175K 0.59% 46
2024
Q2 		$3.58M Buy
22,891
+116
+0.5% +$18.5K 0.63% 40
2024
Q1 		$3.59M Buy
22,775
+3,251
+17% +$491K 0.65% 40
2023
Q4 		$2.91M Buy
19,524
+5,319
+37% +$804K 0.58% 42
2023
Q3 		$2.4M Buy
14,205
+1,049
+8% +$169K 0.51% 38
2023
Q2 		$2.07M Buy
13,156
+5,504
+72% +$882K 0.45% 42
2023
Q1 		$1.25M Buy
7,652
+5,205
+213% +$873K 0.35% 43
2022
Q4 		$439K Sell
2,447
-723
-23% -$126K 0.13% 97
2022
Q3 		$455K Sell
3,170
-259
-8% -$39.5K 0.14% 94
2022
Q2 		$497K Sell
3,429
-102
-3% -$16.9K 0.14% 99
2022
Q1 		$575K Sell
3,531
-276
-7% -$39.6K 0.15% 90
2021
Q4 		$447K Buy
3,807
+955
+33% +$108K 0.11% 108
2021
Q3 		$289K Sell
2,852
-861
-23% -$85.9K 0.12% 63
2021
Q2 		$389K Sell
3,713
-471
-11% -$49.7K 0.11% 83
2021
Q1 		$438K Buy
4,184
+2,314
+124% +$226K 0.15% 68
2020
Q4 		$158K Buy
+1,870
New +$151K 0.12% 88

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Concord Wealth Partners reduced its Chevron (CVX) stake by 8.6% in Q2 2026, selling an estimated $346K and leaving 19,772 shares worth $3.28M. The position accounts for 0.38% of the portfolio, ranked #67.

Concord Wealth Partners first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.47M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Concord Wealth Partners held 19,772 shares of Chevron worth $3.28M as of Q2 2026.
  • Concord Wealth Partners sold 1,857 Chevron shares in Q2 2026, an estimated $346K.
  • Chevron made up 0.38% of Concord Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Concord Wealth Partners first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Chevron position peaked at $4.47M in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.