Holistic Financial Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $260K | Sell |
1,568
-750
| -32% | -$140K | 0.16% | 90 |
|
|
2026
Q1 | $480K | Buy |
2,318
+87
| +4% | +$15.9K | 0.18% | 61 |
|
|
2025
Q4 | $340K | Sell |
2,231
-89
| -4% | -$13.6K | 0.12% | 82 |
|
|
2025
Q3 | $360K | Buy |
2,320
+256
| +12% | +$39.6K | 0.15% | 79 |
|
|
2025
Q2 | $296K | Sell |
2,064
-280
| -12% | -$39.5K | 0.13% | 91 |
|
|
2025
Q1 | $392K | Sell |
2,344
-537
| -19% | -$84.1K | 0.19% | 68 |
|
|
2024
Q4 | $417K | Sell |
2,881
-180
| -6% | -$27.6K | 0.21% | 61 |
|
|
2024
Q3 | $451K | Buy |
3,061
+107
| +4% | +$15.9K | 0.22% | 56 |
|
|
2024
Q2 | $462K | Sell |
2,954
-351
| -11% | -$56K | 0.23% | 50 |
|
|
2024
Q1 | $521K | Buy |
3,305
+217
| +7% | +$32.7K | 0.26% | 47 |
|
|
2023
Q4 | $461K | Buy |
3,088
+381
| +14% | +$57.6K | 0.28% | 47 |
|
|
2023
Q3 | $456K | Buy |
2,707
+76
| +3% | +$12.3K | 0.3% | 42 |
|
|
2023
Q2 | $414K | Sell |
2,631
-35
| -1% | -$5.61K | 0.29% | 48 |
|
|
2023
Q1 | $435K | Buy |
2,666
+259
| +11% | +$43.4K | 0.34% | 45 |
|
|
2022
Q4 | $432K | Sell |
2,407
-177
| -7% | -$30.9K | 0.39% | 42 |
|
|
2022
Q3 | $371K | Buy |
2,584
+201
| +8% | +$30.7K | 0.37% | 45 |
|
|
2022
Q2 | $345K | Sell |
2,383
-113
| -5% | -$18.7K | 0.33% | 49 |
|
|
2022
Q1 | $406K | Sell |
2,496
-1,036
| -29% | -$149K | 0.26% | 50 |
|
|
2021
Q4 | $414K | Hold |
3,532
| – | – | 0.24% | 58 |
|
|
2021
Q3 | $358K | Buy |
3,532
+290
| +9% | +$28.9K | 0.22% | 66 |
|
|
2021
Q2 | $340K | Sell |
3,242
-15
| -0.5% | -$1.58K | 0.2% | 72 |
|
|
2021
Q1 | $341K | Sell |
3,257
-155
| -5% | -$15.1K | 0.23% | 64 |
|
|
2020
Q4 | $288K | Buy |
+3,412
| New | +$276K | 0.2% | 74 |
|
|
2020
Q3 | – | Sell |
-2,297
| Closed | -$205K | – | 115 |
|
|
2020
Q2 | $205K | Sell |
2,297
-580
| -20% | -$51.9K | 0.18% | 73 |
|
|
2020
Q1 | $208K | Buy |
2,877
+424
| +17% | +$41.9K | 0.22% | 61 |
|
|
2019
Q4 | $296K | Buy |
2,453
+429
| +21% | +$50.5K | 0.18% | 75 |
|
|
2019
Q3 | $242K | Sell |
2,024
-230
| -10% | -$27.9K | 0.21% | 66 |
|
|
2019
Q2 | $280K | Sell |
2,254
-59
| -3% | -$7.13K | 0.28% | 47 |
|
|
2019
Q1 | $285K | Buy |
2,313
+197
| +9% | +$23.3K | 0.12% | 86 |
|
|
2018
Q4 | $230K | Buy |
2,116
+280
| +15% | +$32.4K | 0.24% | 51 |
|
|
2018
Q3 | $225K | Buy |
+1,836
| New | +$223K | 0.21% | 63 |
|
|
2018
Q2 | – | Sell |
-1,867
| Closed | -$213K | – | 107 |
|
|
2018
Q1 | $213K | Sell |
1,867
-94
| -5% | -$11.2K | 0.18% | 65 |
|
|
2017
Q4 | $245K | Buy |
+1,961
| New | +$233K | 0.2% | 55 |
|
Other funds holding CVX
FWCM
DC
CIM
RG
CAI
Holistic Financial Partners's CVX Position: Q2 2026 in Review
Holistic Financial Partners reduced its Chevron (CVX) stake by 32% in Q2 2026, selling an estimated $140K and leaving 1,568 shares worth $260K. The position accounts for 0.16% of the portfolio, ranked #90.
Holistic Financial Partners first reported a position in CVX in Q4 2017 and has held it in 33 quarters since. The position peaked at $521K in Q1 2024. 1,438 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Holistic Financial Partners held 1,568 shares of Chevron worth $260K as of Q2 2026.
- Holistic Financial Partners sold 750 Chevron shares in Q2 2026, an estimated $140K.
- Chevron made up 0.16% of Holistic Financial Partners's portfolio in Q2 2026, its #90 holding.
- Holistic Financial Partners first reported a position in Chevron in Q4 2017 and has held it in 33 quarters since.
- Holistic Financial Partners's Chevron position peaked at $521K in Q1 2024.
- 1,438 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.