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 Q3	$11.5M	Sell	56,365 -793	-1%	-$156K	1.02%	26
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Guardian Partners's CVX Position: Q3 2026 in Review

Guardian Partners reduced its Chevron (CVX) stake by 1.4% in Q3 2026, selling an estimated $156K and leaving 56,365 shares worth $11.5M. The position accounts for 1.02% of the portfolio, ranked #26.

Guardian Partners first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.7M in Q1 2026. 1,693 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Guardian Partners held 56,365 shares of Chevron worth $11.5M as of Q3 2026.
Guardian Partners sold 793 Chevron shares in Q3 2026, an estimated $156K.
Chevron made up 1.02% of Guardian Partners's portfolio in Q3 2026, its #26 holding.
Guardian Partners first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Chevron position peaked at $14.7M in Q1 2026.
1,693 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.