Focus Partners Wealth
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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Focus Partners Wealth's CVX Position: Q1 2026 in Review

Focus Partners Wealth increased its Chevron (CVX) stake by 2.5% in Q1 2026, buying an estimated $7.82M and bringing the position to 1,765,073 shares worth $365M. The position accounts for 0.41% of the portfolio, ranked #51.

Focus Partners Wealth first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Focus Partners Wealth held 1,765,073 shares of Chevron worth $365M as of Q1 2026.
  • Focus Partners Wealth bought 42,903 Chevron shares in Q1 2026, an estimated $7.82M.
  • Chevron made up 0.41% of Focus Partners Wealth's portfolio in Q1 2026, its #51 holding.
  • Focus Partners Wealth first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.