Focus Partners Wealth
CVX icon

Focus Partners Wealth’s Chevron CVX Stock Holding History

Focus Partners Wealth’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 		$287M Sell
1,730,155
-34,918
-2% -$6.5M 0.29% 72
2026
Q1 		$365M Buy
1,765,073
+42,903
+2% +$7.82M 0.41% 51
2025
Q4 		$262M Buy
1,722,170
+277,889
+19% +$42.3M 0.3% 67
2025
Q3 		$224M Buy
1,444,281
+45,017
+3% +$6.97M 0.36% 60
2025
Q2 		$200M Buy
1,399,264
+28,143
+2% +$3.97M 0.43% 45
2025
Q1 		$229M Buy
1,371,121
+36,708
+3% +$5.75M 0.57% 37
2024
Q4 		$193M Buy
1,334,413
+197,579
+17% +$30.2M 0.5% 39
2024
Q3 		$167M Sell
1,136,834
-903,204
-44% -$134M 0.53% 36
2024
Q2 		$319M Buy
2,040,038
+1,565,122
+330% +$250M 1.07% 14
2024
Q1 		$74.9M Buy
474,916
+129,638
+38% +$19.6M 0.61% 33
2023
Q4 		$51.5M Buy
+345,278
New +$52.2M 0.67% 28

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 Wealth's CVX Position: Q2 2026 in Review

Focus Partners Wealth reduced its Chevron (CVX) stake by 2% in Q2 2026, selling an estimated $6.5M and leaving 1,730,155 shares worth $287M. The position accounts for 0.29% of the portfolio, ranked #72.

Focus Partners Wealth first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $365M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Focus Partners Wealth held 1,730,155 shares of Chevron worth $287M as of Q2 2026.
  • Focus Partners Wealth sold 34,918 Chevron shares in Q2 2026, an estimated $6.5M.
  • Chevron made up 0.29% of Focus Partners Wealth's portfolio in Q2 2026, its #72 holding.
  • Focus Partners Wealth first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Chevron position peaked at $365M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.