CWP
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Curated Wealth Partners’s Chevron CVX Stock Holding History

Curated 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 		$853K Buy
5,149
+1,753
+52% +$326K 0.1% 73
2026
Q1 		$703K Buy
3,396
+423
+14% +$77.1K 0.09% 93
2025
Q4 		$453K Buy
2,973
+756
+34% +$115K 0.05% 124
2025
Q3 		$344K Buy
2,217
+338
+18% +$52.3K 0.04% 116
2025
Q2 		$269K Sell
1,879
-141
-7% -$19.9K 0.03% 136
2025
Q1 		$338K Buy
+2,020
New +$316K 0.04% 117
2024
Q3 		– Sell
-1,604
Closed -$251K – 133
2024
Q2 		$251K Buy
+1,604
New +$256K 0.04% 119
2024
Q1 		– Sell
-1,804
Closed -$272K – 174
2023
Q4 		$269K Sell
1,804
-282
-14% -$42.6K 0.04% 123
2023
Q3 		$352K Sell
2,086
-50
-2% -$8.08K 0.06% 95
2023
Q2 		$336K Buy
2,136
+124
+6% +$19.9K 0.07% 96
2023
Q1 		$328K Buy
2,012
+504
+33% +$84.5K 0.07% 93
2022
Q4 		$271K Buy
+1,508
New +$263K 0.07% 104
2022
Q2 		– Sell
-7,324
Closed -$861K – 137
2022
Q1 		$861K Hold
7,324
– – 0.29% 39
2021
Q4 		$861K Buy
7,324
+51
+0.7% +$5.79K 0.28% 41
2021
Q3 		$738K Buy
7,273
+191
+3% +$19.1K 0.41% 44
2021
Q2 		$742K Buy
7,082
+773
+12% +$81.6K 0.4% 45
2021
Q1 		$661K Buy
6,309
+960
+18% +$93.7K 0.41% 44
2020
Q4 		$452K Buy
+5,349
New +$433K 0.29% 69

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

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

Curated Wealth Partners increased its Chevron (CVX) stake by 52% in Q2 2026, buying an estimated $326K and bringing the position to 5,149 shares worth $853K. The position accounts for 0.1% of the portfolio, ranked #73.

Curated Wealth Partners first reported a position in CVX in Q4 2020 and has held it in 18 quarters since. The position peaked at $861K in Q1 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Curated Wealth Partners held 5,149 shares of Chevron worth $853K as of Q2 2026.
  • Curated Wealth Partners bought 1,753 Chevron shares in Q2 2026, an estimated $326K.
  • Chevron made up 0.1% of Curated Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Curated Wealth Partners first reported a position in Chevron in Q4 2020 and has held it in 18 quarters since.
  • Curated Wealth Partners's Chevron position peaked at $861K in Q1 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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