Elm Partners Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$280K Buy
1,692
+338
+25% +$62.9K 0.01% 138
2026
Q1
$285K Buy
+1,354
New +$247K 0.01% 130

Other funds holding CVX

Elm Partners Management's CVX Position: Q2 2026 in Review

Elm Partners Management increased its Chevron (CVX) stake by 25% in Q2 2026, buying an estimated $62.9K and bringing the position to 1,692 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #138.

Elm Partners Management first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $285K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Elm Partners Management held 1,692 shares of Chevron worth $280K as of Q2 2026.
  • Elm Partners Management bought 338 Chevron shares in Q2 2026, an estimated $62.9K.
  • Chevron made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #138 holding.
  • Elm Partners Management first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Elm Partners Management's Chevron position peaked at $285K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.