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Golden State Equity Partners’s Chevron CVX Stock Holding History

Golden State Equity 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 		$72.6K Sell
438
-39,671
-99% -$7.38M 0.2% 68
2026
Q1 		$8.3M Buy
40,109
+22,825
+132% +$4.16M 0.63% 24
2025
Q4 		$2.63M Buy
17,284
+1,661
+11% +$253K 0.43% 40
2025
Q3 		$2.43M Sell
15,623
-3,071
-16% -$476K 0.41% 45
2025
Q2 		$2.68M Buy
18,694
+883
+5% +$124K 0.5% 41
2025
Q1 		$2.98M Sell
17,811
-678
-4% -$106K 0.59% 37
2024
Q4 		$2.68M Buy
18,489
+15,281
+476% +$2.34M 0.51% 39
2024
Q3 		$472K Sell
3,208
-17,872
-85% -$2.66M 0.25% 95
2024
Q2 		$3.3M Buy
+21,080
New +$3.36M 0.69% 24
2023
Q4 		$3.18M Buy
21,306
+286
+1% +$43.3K 0.77% 25
2023
Q3 		$3.54M Buy
21,020
+2,731
+15% +$441K 0.99% 19
2023
Q2 		$2.88M Buy
18,289
+10,585
+137% +$1.7M 0.81% 26
2023
Q1 		$1.26M Buy
+7,704
New +$1.29M 0.68% 43
2022
Q1 		$1.23M Buy
7,547
+2,898
+62% +$416K 0.62% 43
2021
Q4 		$546K Sell
4,649
-2,892
-38% -$329K 0.28% 87
2021
Q3 		$765K Sell
7,541
-2,800
-27% -$279K 0.31% 78
2021
Q2 		$1.08M Sell
10,341
-342
-3% -$36.1K 0.42% 57
2021
Q1 		$1.12M Buy
10,683
+7,819
+273% +$763K 0.64% 43
2020
Q4 		$241K Buy
+2,864
New +$232K 0.17% 140

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Golden State Equity Partners's CVX Position: Q2 2026 in Review

Golden State Equity Partners reduced its Chevron (CVX) stake by 99% in Q2 2026, selling an estimated $7.38M and leaving 438 shares worth $72.6K. The position accounts for 0.2% of the portfolio, ranked #68.

Golden State Equity Partners first reported a position in CVX in Q4 2020 and has held it in 19 quarters since. The position peaked at $8.3M in Q1 2026. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Golden State Equity Partners held 438 shares of Chevron worth $72.6K as of Q2 2026.
  • Golden State Equity Partners sold 39,671 Chevron shares in Q2 2026, an estimated $7.38M.
  • Chevron made up 0.2% of Golden State Equity Partners's portfolio in Q2 2026, its #68 holding.
  • Golden State Equity Partners first reported a position in Chevron in Q4 2020 and has held it in 19 quarters since.
  • Golden State Equity Partners's Chevron position peaked at $8.3M in Q1 2026.
  • 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.