FWP
CVX icon

FAS Wealth Partners’s Chevron CVX Stock Holding History

FAS 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 		$8.14M Buy
49,096
+1,366
+3% +$254K 0.42% 54
2026
Q1 		$9.88M Buy
47,730
+1,097
+2% +$200K 0.61% 41
2025
Q4 		$7.11M Buy
46,633
+2,532
+6% +$386K 0.46% 52
2025
Q3 		$6.85M Buy
44,101
+1,660
+4% +$257K 0.46% 50
2025
Q2 		$6.08M Buy
42,441
+2,120
+5% +$299K 0.45% 49
2025
Q1 		$6.75M Buy
40,321
+1,940
+5% +$304K 0.55% 44
2024
Q4 		$5.56M Buy
38,381
+754
+2% +$115K 0.47% 51
2024
Q3 		$5.54M Buy
37,627
+2,495
+7% +$371K 0.44% 51
2024
Q2 		$5.5M Buy
35,132
+1,283
+4% +$205K 0.47% 46
2024
Q1 		$5.34M Buy
33,849
+1,239
+4% +$187K 0.47% 46
2023
Q4 		$4.86M Buy
32,610
+2,717
+9% +$411K 0.46% 49
2023
Q3 		$5.04M Buy
29,893
+1,517
+5% +$245K 0.54% 40
2023
Q2 		$4.47M Buy
28,376
+2,326
+9% +$373K 0.56% 40
2023
Q1 		$4.25M Sell
26,050
-2,596
-9% -$435K 0.46% 49
2022
Q4 		$5.14M Buy
28,646
+2,544
+10% +$444K 0.58% 42
2022
Q3 		$3.75M Buy
26,102
+4,199
+19% +$640K 0.42% 46
2022
Q2 		$3.17M Buy
21,903
+3,779
+21% +$625K 0.33% 54
2022
Q1 		$2.95M Buy
18,124
+2,602
+17% +$373K 0.28% 56
2021
Q4 		$1.82M Buy
15,522
+1,752
+13% +$199K 0.17% 87
2021
Q3 		$1.4M Buy
13,770
+1,866
+16% +$186K 0.13% 103
2021
Q2 		$1.25M Buy
11,904
+1,885
+19% +$199K 0.12% 110
2021
Q1 		$1.05M Buy
10,019
+52
+0.5% +$5.08K 0.11% 119
2020
Q4 		$842K Sell
9,967
-1,435
-13% -$116K 0.1% 130
2020
Q3 		$821K Buy
11,402
+351
+3% +$29.5K 0.11% 127
2020
Q2 		$986K Buy
11,051
+138
+1% +$12.4K 0.15% 104
2020
Q1 		$791K Buy
10,913
+203
+2% +$20.1K 0.14% 106
2019
Q4 		$1.29M Buy
10,710
+66
+0.6% +$7.77K 0.22% 75
2019
Q3 		$1.26M Buy
10,644
+445
+4% +$54K 0.23% 74
2019
Q2 		$1.27M Sell
10,199
-1,741
-15% -$211K 0.24% 72
2019
Q1 		$1.47M Sell
11,940
-34
-0.3% -$4.02K 0.29% 66
2018
Q4 		$1.3M Sell
11,974
-536
-4% -$62.1K 0.3% 66
2018
Q3 		$1.53M Buy
12,510
+101
+0.8% +$12.3K 0.35% 54
2018
Q2 		$1.57M Sell
12,409
-38
-0.3% -$4.72K 0.42% 51
2018
Q1 		$1.42M Sell
12,447
-148
-1% -$17.7K 0.41% 51
2017
Q4 		$1.58M Buy
12,595
+88
+0.7% +$10.4K 0.41% 49
2017
Q3 		$1.47M Buy
12,507
+99
+0.8% +$10.8K 0.41% 48
2017
Q2 		$1.29M Buy
12,408
+2
+0% +$212 0.39% 46
2017
Q1 		$1.33M Buy
12,406
+98
+0.8% +$11K 0.41% 45
2016
Q4 		$1.45M Buy
12,308
+573
+5% +$62.4K 0.43% 36
2016
Q3 		$1.21M Buy
11,735
+913
+8% +$93.2K 0.4% 37
2016
Q2 		$1.13M Buy
10,822
+272
+3% +$27.4K 0.42% 32
2016
Q1 		$1.01M Buy
10,550
+285
+3% +$24.9K 0.52% 22
2015
Q4 		$923K Sell
10,265
-3,276
-24% -$295K 0.46% 26
2015
Q3 		$1.07M Sell
13,541
-1,447
-10% -$122K 0.62% 16
2015
Q2 		$1.45M Buy
14,988
+26
+0.2% +$2.73K 0.72% 15
2015
Q1 		$1.57M Buy
14,962
+4,225
+39% +$451K 0.8% 13
2014
Q4 		$1.2M Buy
10,737
+2,167
+25% +$246K 0.64% 18
2014
Q3 		$1.02M Sell
8,570
-811
-9% -$103K 0.59% 20
2014
Q2 		$1.23M Buy
9,381
+7
+0.1% +$871 0.71% 18
2014
Q1 		$1.11M Buy
9,374
+408
+5% +$47.4K 0.76% 12
2013
Q4 		$1.12M Buy
+8,966
New +$1.08M 0.67% 13

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

FAS Wealth Partners increased its Chevron (CVX) stake by 2.9% in Q2 2026, buying an estimated $254K and bringing the position to 49,096 shares worth $8.14M. The position accounts for 0.42% of the portfolio, ranked #54.

FAS Wealth Partners first reported a position in CVX in Q4 2013 and has held it in 51 quarters since. The position peaked at $9.88M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • FAS Wealth Partners held 49,096 shares of Chevron worth $8.14M as of Q2 2026.
  • FAS Wealth Partners bought 1,366 Chevron shares in Q2 2026, an estimated $254K.
  • Chevron made up 0.42% of FAS Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • FAS Wealth Partners first reported a position in Chevron in Q4 2013 and has held it in 51 quarters since.
  • FAS Wealth Partners's Chevron position peaked at $9.88M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.