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Cyndeo Wealth Partners’s Chevron CVX Stock Holding History

Cyndeo 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 		$11.6M Buy
69,911
+2,011
+3% +$374K 0.55% 51
2026
Q1 		$14M Buy
67,900
+53,658
+377% +$9.78M 0.74% 33
2025
Q4 		$2.17M Sell
14,242
-413
-3% -$62.9K 0.12% 162
2025
Q3 		$2.28M Sell
14,655
-5,274
-26% -$817K 0.13% 155
2025
Q2 		$2.85M Buy
19,929
+168
+0.9% +$23.7K 0.17% 138
2025
Q1 		$3.31M Buy
19,761
+99
+0.5% +$15.5K 0.22% 122
2024
Q4 		$2.85M Sell
19,662
-107
-0.5% -$16.4K 0.19% 133
2024
Q3 		$2.91M Buy
19,769
+67
+0.3% +$9.97K 0.2% 131
2024
Q2 		$3.08M Buy
19,702
+2,949
+18% +$470K 0.24% 118
2024
Q1 		$2.64M Buy
16,753
+950
+6% +$143K 0.22% 127
2023
Q4 		$2.36M Sell
15,803
-137
-0.9% -$20.7K 0.22% 126
2023
Q3 		$2.69M Buy
15,940
+1,005
+7% +$162K 0.28% 103
2023
Q2 		$2.35M Sell
14,935
-2,638
-15% -$423K 0.25% 112
2023
Q1 		$2.87M Buy
17,573
+349
+2% +$58.5K 0.31% 99
2022
Q4 		$3.09M Buy
+17,224
New +$3.01M 0.36% 92

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its Chevron (CVX) stake by 3% in Q2 2026, buying an estimated $374K and bringing the position to 69,911 shares worth $11.6M. The position accounts for 0.55% of the portfolio, ranked #51.

Cyndeo Wealth Partners first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $14M in Q1 2026. 2,377 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cyndeo Wealth Partners held 69,911 shares of Chevron worth $11.6M as of Q2 2026.
  • Cyndeo Wealth Partners bought 2,011 Chevron shares in Q2 2026, an estimated $374K.
  • Chevron made up 0.55% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Cyndeo Wealth Partners first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Chevron position peaked at $14M in Q1 2026.
  • 2,377 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.