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Freedom Financial Partners’s Chevron CVX Stock Holding History

Freedom 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
Q1 		$242K Buy
+1,170
New +$213K 0.09% 80

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Geode Capital Management
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VPM
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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

Freedom Financial Partners's CVX Position: Q1 2026 in Review

Freedom Financial Partners opened a new position in Chevron (CVX) in Q1 2026: 1,170 shares worth $242K. The stake represents 0.09% of the portfolio and ranks #80 among its holdings.

4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Freedom Financial Partners held 1,170 shares of Chevron worth $242K as of Q1 2026.
  • Chevron was a new Freedom Financial Partners position in Q1 2026.
  • Chevron made up 0.09% of Freedom Financial Partners's portfolio in Q1 2026, its #80 holding.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.