Forefront Wealth Partners’s Chevron CVX Stock Holding History

Forefront 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	–	Sell	-1,121	Closed	-$232K	–	179
2026 Q1	$232K	Buy	+1,121	New	+$204K	0.1%	145
2025 Q4	–	Sell	-1,624	Closed	-$252K	–	150
2025 Q3	$252K	Buy	+1,624	New	+$252K	0.06%	167

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Forefront Wealth Partners sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,121 shares — an estimated $232K sold.

Forefront Wealth Partners first reported a position in CVX in Q3 2025 and held it in 2 quarters. The position peaked at $252K in Q3 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Forefront Wealth Partners reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Forefront Wealth Partners sold 1,121 Chevron shares in Q2 2026, an estimated $232K.
Forefront Wealth Partners first reported a position in Chevron in Q3 2025 and held it in 2 quarters.
Forefront Wealth Partners's Chevron position peaked at $252K in Q3 2025.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.