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Daymark Wealth Partners’s Chevron CVX Stock Holding History

Daymark 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 		$19.1M Buy
115,277
+23,489
+26% +$4.37M 0.47% 49
2026
Q1 		$19M Sell
91,788
-4,853
-5% -$885K 0.6% 38
2025
Q4 		$14.7M Buy
96,641
+2,453
+3% +$374K 0.47% 46
2025
Q3 		$14.6M Sell
94,188
-83
-0.1% -$12.9K 0.5% 46
2025
Q2 		$13.5M Buy
94,271
+1,591
+2% +$224K 0.51% 45
2025
Q1 		$15.5M Sell
92,680
-96,900
-51% -$15.2M 0.67% 38
2024
Q4 		$13.4M Sell
189,580
-3,007
-2% -$460K 0.56% 41
2024
Q3 		$14M Sell
192,587
-414
-0.2% -$61.6K 0.59% 41
2024
Q2 		$15M Buy
193,001
+4,855
+3% +$774K 0.69% 33
2024
Q1 		$14.3M Buy
188,146
+5,815
+3% +$877K 0.77% 31
2023
Q4 		$12.7M Buy
182,331
+1,915
+1% +$290K 0.78% 32
2023
Q3 		$14M Buy
180,416
+120,185
+200% +$19.4M 0.96% 24
2023
Q2 		$9.48M Buy
60,231
+43,819
+267% +$7.03M 0.7% 41
2023
Q1 		$2.68M Buy
16,412
+5,739
+54% +$962K 0.36% 70
2022
Q4 		$1.92M Buy
+10,673
New +$1.86M 0.34% 66

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

Daymark Wealth Partners increased its Chevron (CVX) stake by 26% in Q2 2026, buying an estimated $4.37M and bringing the position to 115,277 shares worth $19.1M. The position accounts for 0.47% of the portfolio, ranked #49.

Daymark Wealth Partners first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Daymark Wealth Partners held 115,277 shares of Chevron worth $19.1M as of Q2 2026.
  • Daymark Wealth Partners bought 23,489 Chevron shares in Q2 2026, an estimated $4.37M.
  • Chevron made up 0.47% of Daymark Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Daymark Wealth Partners first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.