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
2024
Q2 		– Sell
-1,759
Closed -$277K – 169
2024
Q1 		$277K Buy
+1,759
New +$265K 0.04% 120

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Curated Wealth Partners increased its Chevron (CVX) stake by 3,208% in Q2 2026, buying an estimated $20.3M and bringing the position to 112,337 shares worth $949K. The position accounts for 0.12% of the portfolio, ranked #145.

Curated Wealth Partners first reported a position in CVX in Q4 2020 and has held it in 18 quarters since. 1,687 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Curated Wealth Partners held 112,337 shares of Chevron worth $949K as of Q2 2026.
  • Curated Wealth Partners bought 108,941 Chevron shares in Q2 2026, an estimated $20.3M.
  • Chevron made up 0.12% of Curated Wealth Partners's portfolio in Q2 2026, its #145 holding.
  • Curated Wealth Partners first reported a position in Chevron in Q4 2020 and has held it in 18 quarters since.
  • 1,687 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.