Essential Partners’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
$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

Essential Partners's CVX Position: Q2 2026 in Review

Essential Partners increased its Chevron (CVX) stake by 134% in Q2 2026, buying an estimated $208K and bringing the position to 1,951 shares worth $323K. The position accounts for 0.15% of the portfolio, ranked #143.

Essential Partners first reported a position in CVX in Q2 2025 and has held it in 5 quarters since. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Essential Partners held 1,951 shares of Chevron worth $323K as of Q2 2026.
  • Essential Partners bought 1,116 Chevron shares in Q2 2026, an estimated $208K.
  • Chevron made up 0.15% of Essential Partners's portfolio in Q2 2026, its #143 holding.
  • Essential Partners first reported a position in Chevron in Q2 2025 and has held it in 5 quarters since.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.