FFP
CVX icon

FourThought Financial Partners’s Chevron CVX Stock Holding History

FourThought Financial 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 		$23.5M Buy
141,961
+873
+0.6% +$162K 1.82% 11
2026
Q1 		$29.2M Buy
141,088
+1,277
+0.9% +$233K 2.52% 4
2025
Q4 		$21.3M Buy
139,811
+4,168
+3% +$635K 1.8% 9
2025
Q3 		$21.1M Buy
135,643
+3,081
+2% +$477K 1.85% 8
2025
Q2 		$19M Buy
132,562
+5,798
+5% +$817K 1.87% 8
2025
Q1 		$21.2M Buy
126,764
+18,990
+18% +$2.97M 2.22% 7
2024
Q4 		$15.6M Sell
107,774
-14,093
-12% -$2.16M 1.62% 13
2024
Q3 		$17.9M Buy
121,867
+6,118
+5% +$911K 2.13% 8
2024
Q2 		$18.1M Buy
115,749
+13,317
+13% +$2.12M 2.33% 7
2024
Q1 		$16.2M Buy
102,432
+37,840
+59% +$5.71M 1.85% 9
2023
Q4 		$9.63M Buy
64,592
+1,613
+3% +$244K 1.21% 25
2023
Q3 		$10.6M Sell
62,979
-83
-0.1% -$13.4K 1.48% 18
2023
Q2 		$9.92M Buy
63,062
+313
+0.5% +$50.2K 1.3% 21
2023
Q1 		$10.2M Buy
62,749
+869
+1% +$146K 1.4% 20
2022
Q4 		$11.1M Buy
+61,880
New +$10.8M 1.61% 16

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

FourThought Financial Partners's CVX Position: Q2 2026 in Review

FourThought Financial Partners increased its Chevron (CVX) stake by 0.62% in Q2 2026, buying an estimated $162K and bringing the position to 141,961 shares worth $23.5M. The position accounts for 1.82% of the portfolio, ranked #11.

FourThought Financial Partners first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.2M in Q1 2026. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • FourThought Financial Partners held 141,961 shares of Chevron worth $23.5M as of Q2 2026.
  • FourThought Financial Partners bought 873 Chevron shares in Q2 2026, an estimated $162K.
  • Chevron made up 1.82% of FourThought Financial Partners's portfolio in Q2 2026, its #11 holding.
  • FourThought Financial Partners first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • FourThought Financial Partners's Chevron position peaked at $29.2M in Q1 2026.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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