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Essential Partners’s Chevron CVX Stock Holding History

Essential 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
Q3 		$268K Sell
1,312
-639
-33% -$126K 0.12% 183
2026
Q2 		$323K Buy
1,951
+1,116
+134% +$208K 0.15% 143
2026
Q1 		$173K Buy
835
+67
+9% +$12.2K 0.06% 310
2025
Q4 		$117K Sell
768
-314
-29% -$47.8K 0.04% 410
2025
Q3 		$168K Buy
1,082
+977
+930% +$151K 0.06% 350
2025
Q2 		$15K Buy
+105
New +$14.8K 0.01% 749

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Essential Partners's CVX Position: Q3 2026 in Review

Essential Partners reduced its Chevron (CVX) stake by 33% in Q3 2026, selling an estimated $126K and leaving 1,312 shares worth $268K. The position accounts for 0.12% of the portfolio, ranked #183.

Essential Partners first reported a position in CVX in Q2 2025 and has held it in 6 quarters since. The position peaked at $323K in Q2 2026. 866 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Essential Partners held 1,312 shares of Chevron worth $268K as of Q3 2026.
  • Essential Partners sold 639 Chevron shares in Q3 2026, an estimated $126K.
  • Chevron made up 0.12% of Essential Partners's portfolio in Q3 2026, its #183 holding.
  • Essential Partners first reported a position in Chevron in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Chevron position peaked at $323K in Q2 2026.
  • 866 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.