Gateway Wealth Partners’s Chevron CVX Stock Holding History

Gateway 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	$1.26M	Sell	7,598 -4,938	-39%	-$919K	0.08%	259
2026 Q1	$2.59M	Buy	12,536 +10,800	+622%	+$1.97M	0.1%	216
2025 Q4	$265K	Buy	1,736 +433	+33%	+$65.9K	0.03%	393
2025 Q3	$202K	Buy	+1,303	New	+$202K	0.03%	398
2025 Q2	–	Sell	-1,252	Closed	-$210K	–	361
2025 Q1	$210K	Buy	+1,252	New	+$196K	0.05%	296
2023 Q4	–	Sell	-2,613	Closed	-$441K	–	234
2023 Q3	$441K	Buy	2,613 +71	+3%	+$11.5K	0.08%	142
2023 Q2	$400K	Buy	2,542 +19	+0.8%	+$3.05K	0.07%	146
2023 Q1	$412K	Sell	2,523 -284	-10%	-$47.6K	0.06%	137
2022 Q4	$504K	Buy	+2,807	New	+$490K	0.09%	106

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Gateway Wealth Partners reduced its Chevron (CVX) stake by 39% in Q2 2026, selling an estimated $919K and leaving 7,598 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #259.

Gateway Wealth Partners first reported a position in CVX in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.59M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Gateway Wealth Partners held 7,598 shares of Chevron worth $1.26M as of Q2 2026.
Gateway Wealth Partners sold 4,938 Chevron shares in Q2 2026, an estimated $919K.
Chevron made up 0.08% of Gateway Wealth Partners's portfolio in Q2 2026, its #259 holding.
Gateway Wealth Partners first reported a position in Chevron in Q4 2022 and has held it in 9 quarters since.
Gateway Wealth Partners's Chevron position peaked at $2.59M in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.