Core Wealth Partners’s Chevron CVX Stock Holding History

Core 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	$1.55M	Buy	9,355 +279	+3%	+$51.9K	0.66%	39
2026 Q1	$1.88M	Sell	9,076 -64	-0.7%	-$11.7K	0.87%	33
2025 Q4	$1.39M	Sell	9,140 -5	-0.1%	-$762	0.63%	44
2025 Q3	$1.42M	Buy	9,145 +251	+3%	+$38.9K	0.65%	45
2025 Q2	$1.27M	Buy	8,894 +504	+6%	+$71K	0.65%	43
2025 Q1	$1.4M	Sell	8,390 -522	-6%	-$81.7K	0.82%	31
2024 Q4	$1.29M	Buy	8,912 +316	+4%	+$48.4K	0.74%	33
2024 Q3	$1.27M	Buy	8,596 +1,112	+15%	+$166K	0.77%	31
2024 Q2	$1.17M	Buy	7,484 +556	+8%	+$88.7K	0.8%	30
2024 Q1	$1.09M	Buy	6,928 +122	+2%	+$18.4K	0.83%	25
2023 Q4	$1.02M	Buy	6,806 +221	+3%	+$33.4K	0.83%	24
2023 Q3	$1.11M	Buy	6,585 +2,181	+50%	+$352K	1.01%	21
2023 Q2	$693K	Hold	4,404	–	–	0.64%	39
2023 Q1	$719K	Sell	4,404 -7,875	-64%	-$1.32M	0.72%	35
2022 Q4	$1.09M	Buy	+12,279	New	+$2.14M	1.23%	23

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Core Wealth Partners increased its Chevron (CVX) stake by 3.1% in Q2 2026, buying an estimated $51.9K and bringing the position to 9,355 shares worth $1.55M. The position accounts for 0.66% of the portfolio, ranked #39.

Core Wealth Partners first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.88M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Core Wealth Partners held 9,355 shares of Chevron worth $1.55M as of Q2 2026.
Core Wealth Partners bought 279 Chevron shares in Q2 2026, an estimated $51.9K.
Chevron made up 0.66% of Core Wealth Partners's portfolio in Q2 2026, its #39 holding.
Core Wealth Partners first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's Chevron position peaked at $1.88M in Q1 2026.
1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.