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Essential Investment Partners’s Chevron CVX Stock Holding History

Essential Investment 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 		$300K Sell
1,810
-800
-31% -$149K 0.24% 81
2026
Q1 		$540K Sell
2,610
-780
-23% -$142K 0.5% 52
2025
Q4 		$517K Buy
+3,390
New +$516K 0.49% 55

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Essential Investment Partners's CVX Position: Q2 2026 in Review

Essential Investment Partners reduced its Chevron (CVX) stake by 31% in Q2 2026, selling an estimated $149K and leaving 1,810 shares worth $300K. The position accounts for 0.24% of the portfolio, ranked #81.

Essential Investment Partners first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $540K in Q1 2026. 1,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Essential Investment Partners held 1,810 shares of Chevron worth $300K as of Q2 2026.
  • Essential Investment Partners sold 800 Chevron shares in Q2 2026, an estimated $149K.
  • Chevron made up 0.24% of Essential Investment Partners's portfolio in Q2 2026, its #81 holding.
  • Essential Investment Partners first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Chevron position peaked at $540K in Q1 2026.
  • 1,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.