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Gen-Wealth Partners’s Chevron CVX Stock Holding History

Gen-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 		$3.05M Buy
18,384
+602
+3% +$112K 0.85% 25
2026
Q1 		$3.68M Buy
17,782
+1,021
+6% +$186K 1.16% 16
2025
Q4 		$2.55M Buy
16,761
+1,728
+11% +$263K 0.82% 25
2025
Q3 		$2.33M Buy
15,033
+2,377
+19% +$368K 0.79% 24
2025
Q2 		$1.81M Buy
12,656
+904
+8% +$127K 0.7% 31
2025
Q1 		$1.97M Buy
11,752
+688
+6% +$108K 0.82% 25
2024
Q4 		$1.6M Buy
11,064
+541
+5% +$82.8K 0.69% 28
2024
Q3 		$1.56M Sell
10,523
-683
-6% -$102K 0.68% 27
2024
Q2 		$1.75M Buy
11,206
+152
+1% +$24.2K 0.85% 25
2024
Q1 		$1.74M Buy
+11,054
New +$1.67M 0.86% 23

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Gen-Wealth Partners's CVX Position: Q2 2026 in Review

Gen-Wealth Partners increased its Chevron (CVX) stake by 3.4% in Q2 2026, buying an estimated $112K and bringing the position to 18,384 shares worth $3.05M. The position accounts for 0.85% of the portfolio, ranked #25.

Gen-Wealth Partners first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.68M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Gen-Wealth Partners held 18,384 shares of Chevron worth $3.05M as of Q2 2026.
  • Gen-Wealth Partners bought 602 Chevron shares in Q2 2026, an estimated $112K.
  • Chevron made up 0.85% of Gen-Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Gen-Wealth Partners first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Chevron position peaked at $3.68M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.