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Guardian Partners’s Chevron CVX Stock Holding History

Guardian 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 		$9.47M Sell
57,158
-13,544
-19% -$2.52M 0.85% 35
2026
Q1 		$14.7M Sell
70,702
-160
-0.2% -$29.2K 1.22% 27
2025
Q4 		$12.8M Buy
70,862
+1,909
+3% +$291K 1.03% 28
2025
Q3 		$10.7M Buy
68,953
+938
+1% +$145K 0.9% 37
2025
Q2 		$10.4M Sell
68,015
-320
-0.5% -$45.1K 0.94% 34
2025
Q1 		$9.34M Sell
68,335
-521
-0.8% -$81.6K 0.97% 35
2024
Q4 		$10.3M Buy
+68,856
New +$10.5M 1.05% 33

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Guardian Partners's CVX Position: Q2 2026 in Review

Guardian Partners reduced its Chevron (CVX) stake by 19% in Q2 2026, selling an estimated $2.52M and leaving 57,158 shares worth $9.47M. The position accounts for 0.85% of the portfolio, ranked #35.

Guardian Partners first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7M in Q1 2026. 4,128 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Guardian Partners held 57,158 shares of Chevron worth $9.47M as of Q2 2026.
  • Guardian Partners sold 13,544 Chevron shares in Q2 2026, an estimated $2.52M.
  • Chevron made up 0.85% of Guardian Partners's portfolio in Q2 2026, its #35 holding.
  • Guardian Partners first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's Chevron position peaked at $14.7M in Q1 2026.
  • 4,128 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.