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Financial Partners Group (Tennessee)’s Chevron CVX Stock Holding History

Financial Partners Group (Tennessee)’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
2025
Q2 		$10.1M Buy
70,529
+44,711
+173% +$6.3M 3.66% 7
2025
Q1 		$4.32M Sell
25,818
-2,390
-8% -$374K 1.87% 18
2024
Q4 		$4.09M Sell
28,208
-5,481
-16% -$839K 1.7% 18
2024
Q3 		$4.96M Sell
33,689
-522
-2% -$77.7K 1.86% 18
2024
Q2 		$5.35M Buy
34,211
+210
+0.6% +$33.5K 2.08% 18
2024
Q1 		$5.36M Buy
34,001
+1,167
+4% +$176K 2.08% 19
2023
Q4 		$4.9M Buy
32,834
+1,105
+3% +$167K 2.22% 17
2023
Q3 		$5.35M Buy
31,729
+4,170
+15% +$674K 2.57% 16
2023
Q2 		$4.34M Sell
27,559
-4,381
-14% -$702K 2.18% 18
2023
Q1 		$5.21M Buy
31,940
+414
+1% +$69.4K 2.73% 15
2022
Q4 		$5.66M Buy
+31,526
New +$5.5M 3.34% 10

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Partners Group (Tennessee)'s CVX Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its Chevron (CVX) stake by 173% in Q2 2025, buying an estimated $6.3M and bringing the position to 70,529 shares worth $10.1M. The position accounts for 3.66% of the portfolio, ranked #7.

Financial Partners Group (Tennessee) first reported a position in CVX in Q4 2022 and has held it in 11 quarters since. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Financial Partners Group (Tennessee) held 70,529 shares of Chevron worth $10.1M as of Q2 2025.
  • Financial Partners Group (Tennessee) bought 44,711 Chevron shares in Q2 2025, an estimated $6.3M.
  • Chevron made up 3.66% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #7 holding.
  • Financial Partners Group (Tennessee) first reported a position in Chevron in Q4 2022 and has held it in 11 quarters since.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.