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Great Diamond Partners’s Chevron CVX Stock Holding History

Great Diamond 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 		$1.39M Buy
8,415
+171
+2% +$31.8K 0.24% 99
2026
Q1 		$1.71M Buy
8,244
+87
+1% +$15.9K 0.33% 85
2025
Q4 		$1.24M Buy
8,157
+92
+1% +$14K 0.24% 99
2025
Q3 		$1.25M Buy
8,065
+366
+5% +$56.7K 0.24% 97
2025
Q2 		$1.1M Buy
7,699
+5,255
+215% +$741K 0.23% 99
2025
Q1 		$409K Buy
2,444
+159
+7% +$24.9K 0.11% 121
2024
Q4 		$331K Buy
2,285
+82
+4% +$12.6K 0.09% 134
2024
Q3 		$324K Sell
2,203
-1,546
-41% -$230K 0.08% 142
2024
Q2 		$586K Sell
3,749
-381
-9% -$60.8K 0.14% 122
2024
Q1 		$651K Sell
4,130
-36
-0.9% -$5.43K 0.15% 119
2023
Q4 		$621K Sell
4,166
-16
-0.4% -$2.42K 0.15% 120
2023
Q3 		$705K Buy
4,182
+300
+8% +$48.5K 0.19% 109
2023
Q2 		$611K Buy
3,882
+137
+4% +$22K 0.16% 119
2023
Q1 		$611K Buy
3,745
+191
+5% +$32K 0.18% 112
2022
Q4 		$638K Sell
3,554
-5
-0.1% -$873 0.2% 104
2022
Q3 		$511K Sell
3,559
-11
-0.3% -$1.68K 0.17% 118
2022
Q2 		$516K Sell
3,570
-23
-0.6% -$3.8K 0.17% 113
2022
Q1 		$585K Buy
3,593
+31
+0.9% +$4.45K 0.16% 112
2021
Q4 		$418K Buy
3,562
+250
+8% +$28.4K 0.11% 152
2021
Q3 		$336K Buy
3,312
+378
+13% +$37.7K 0.09% 155
2021
Q2 		$307K Sell
2,934
-650
-18% -$68.6K 0.09% 153
2021
Q1 		$375K Sell
3,584
-15
-0.4% -$1.47K 0.12% 132
2020
Q4 		$303K Buy
+3,599
New +$291K 0.1% 136
2020
Q3 		– Sell
-2,737
Closed -$244K – 161
2020
Q2 		$244K Buy
+2,737
New +$245K 0.1% 126
2020
Q1 		– Sell
-13,442
Closed -$1.62M – 233
2019
Q4 		$1.62M Buy
+13,442
New +$1.58M 0.62% 42

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Great Diamond Partners's CVX Position: Q2 2026 in Review

Great Diamond Partners increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $31.8K and bringing the position to 8,415 shares worth $1.39M. The position accounts for 0.24% of the portfolio, ranked #99.

Great Diamond Partners first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.71M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Great Diamond Partners held 8,415 shares of Chevron worth $1.39M as of Q2 2026.
  • Great Diamond Partners bought 171 Chevron shares in Q2 2026, an estimated $31.8K.
  • Chevron made up 0.24% of Great Diamond Partners's portfolio in Q2 2026, its #99 holding.
  • Great Diamond Partners first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
  • Great Diamond Partners's Chevron position peaked at $1.71M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.