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Elevation Wealth Partners’s Chevron CVX Stock Holding History

Elevation 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 		$642K Buy
3,872
+143
+4% +$26.6K 0.19% 72
2026
Q1 		$772K Buy
3,729
+25
+0.7% +$4.56K 0.28% 52
2025
Q4 		$565K Sell
3,704
-136
-4% -$20.7K 0.2% 67
2025
Q3 		$596K Sell
3,840
-184
-5% -$28.5K 0.21% 68
2025
Q2 		$576K Buy
4,024
+34
+0.9% +$4.79K 0.23% 65
2025
Q1 		$668K Buy
3,990
+3
+0.1% +$470 0.29% 54
2024
Q4 		$577K Sell
3,987
-162
-4% -$24.8K 0.24% 59
2024
Q3 		$611K Buy
4,149
+680
+20% +$101K 0.26% 59
2024
Q2 		$543K Sell
3,469
-102
-3% -$16.3K 0.26% 62
2024
Q1 		$563K Buy
3,571
+1,665
+87% +$251K 0.28% 61
2023
Q4 		$321K Buy
1,906
+724
+61% +$110K 0.19% 79
2023
Q3 		$199K Buy
1,182
+2
+0.2% +$323 0.17% 59
2023
Q2 		$186K Buy
1,180
+2
+0.2% +$321 0.16% 66
2023
Q1 		$192K Buy
+1,178
New +$197K 0.18% 62

Other funds holding CVX

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Elevation Wealth Partners increased its Chevron (CVX) stake by 3.8% in Q2 2026, buying an estimated $26.6K and bringing the position to 3,872 shares worth $642K. The position accounts for 0.19% of the portfolio, ranked #72.

Elevation Wealth Partners first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $772K in Q1 2026. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Elevation Wealth Partners held 3,872 shares of Chevron worth $642K as of Q2 2026.
  • Elevation Wealth Partners bought 143 Chevron shares in Q2 2026, an estimated $26.6K.
  • Chevron made up 0.19% of Elevation Wealth Partners's portfolio in Q2 2026, its #72 holding.
  • Elevation Wealth Partners first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Chevron position peaked at $772K in Q1 2026.
  • 1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.