HWP
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Highline Wealth Partners’s Chevron CVX Stock Holding History

Highline 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 		$235K Buy
1,417
+607
+75% +$113K 0.05% 101
2026
Q1 		$168K Buy
810
+132
+19% +$24.1K 0.04% 90
2025
Q4 		$103K Buy
678
+42
+7% +$6.4K 0.03% 89
2025
Q3 		$98.8K Buy
636
+52
+9% +$8.05K 0.03% 122
2025
Q2 		$83.7K Sell
584
-159
-21% -$22.4K 0.02% 115
2025
Q1 		$124K Buy
743
+100
+16% +$15.7K 0.04% 103
2024
Q4 		$93.2K Buy
643
+84
+15% +$12.9K 0.03% 107
2024
Q3 		$82.3K Sell
559
-105
-16% -$15.6K 0.03% 111
2024
Q2 		$104K Buy
664
+254
+62% +$40.5K 0.04% 111
2024
Q1 		$64.6K Buy
410
+50
+14% +$7.54K 0.03% 127
2023
Q4 		$53.7K Buy
360
+21
+6% +$3.18K 0.03% 127
2023
Q3 		$57.1K Buy
339
+3
+0.9% +$485 0.04% 112
2023
Q2 		$52.9K Buy
336
+7
+2% +$1.12K 0.03% 109
2023
Q1 		$53.7K Buy
329
+247
+301% +$41.4K 0.04% 105
2022
Q4 		$14.7K Buy
82
+5
+6% +$873 0.01% 143
2022
Q3 		$11.1K Buy
+77
New +$11.7K 0.01% 135

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Highline Wealth Partners's CVX Position: Q2 2026 in Review

Highline Wealth Partners increased its Chevron (CVX) stake by 75% in Q2 2026, buying an estimated $113K and bringing the position to 1,417 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #101.

Highline Wealth Partners first reported a position in CVX in Q3 2022 and has held it in 16 quarters since. 2,341 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Highline Wealth Partners held 1,417 shares of Chevron worth $235K as of Q2 2026.
  • Highline Wealth Partners bought 607 Chevron shares in Q2 2026, an estimated $113K.
  • Chevron made up 0.05% of Highline Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Highline Wealth Partners first reported a position in Chevron in Q3 2022 and has held it in 16 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.