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Focus Partners Advisor Solutions’s Chevron CVX Stock Holding History

Focus Partners Advisor Solutions’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 		$12.2M Buy
73,684
+9,302
+14% +$1.73M 0.1% 98
2026
Q1 		$13.3M Sell
64,382
-4,957
-7% -$904K 0.13% 78
2025
Q4 		$10.6M Sell
69,339
-403
-0.6% -$61.4K 0.13% 85
2025
Q3 		$10.8M Buy
69,742
+13,167
+23% +$2.04M 0.12% 91
2025
Q2 		$8.1M Sell
56,575
-473
-0.8% -$66.7K 0.11% 99
2025
Q1 		$9.54M Buy
57,048
+3,416
+6% +$535K 0.15% 83
2024
Q4 		$7.77M Buy
53,632
+10,642
+25% +$1.63M 0.13% 86
2024
Q3 		$6.33M Buy
42,990
+6,317
+17% +$940K 0.13% 82
2024
Q2 		$5.74M Buy
36,673
+2,483
+7% +$396K 0.15% 73
2024
Q1 		$5.39M Buy
34,190
+20,478
+149% +$3.09M 0.16% 76
2023
Q4 		$2.05M Sell
13,712
-5,963
-30% -$902K 0.1% 100
2023
Q3 		$3.32M Buy
19,675
+4,308
+28% +$696K 0.16% 67
2023
Q2 		$2.42M Buy
15,367
+2,448
+19% +$392K 0.13% 72
2023
Q1 		$2.11M Sell
12,919
-1,792
-12% -$300K 0.14% 69
2022
Q4 		$2.64M Sell
14,711
-9,913
-40% -$1.73M 0.2% 64
2022
Q3 		$3.54M Buy
24,624
+6,867
+39% +$1.05M 0.21% 57
2022
Q2 		$2.57M Buy
17,757
+2,614
+17% +$432K 0.22% 60
2022
Q1 		$2.47M Buy
+15,143
New +$2.17M 0.25% 59

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Focus Partners Advisor Solutions's CVX Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Chevron (CVX) stake by 14% in Q2 2026, buying an estimated $1.73M and bringing the position to 73,684 shares worth $12.2M. The position accounts for 0.1% of the portfolio, ranked #98.

Focus Partners Advisor Solutions first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.3M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Focus Partners Advisor Solutions held 73,684 shares of Chevron worth $12.2M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 9,302 Chevron shares in Q2 2026, an estimated $1.73M.
  • Chevron made up 0.1% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #98 holding.
  • Focus Partners Advisor Solutions first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Focus Partners Advisor Solutions's Chevron position peaked at $13.3M in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.