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IAG Wealth Partners’s Chevron CVX Stock Holding History

IAG 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 		$224K Sell
1,350
-131
-9% -$24.4K 0.02% 124
2026
Q1 		$306K Buy
1,481
+141
+11% +$25.7K 0.03% 101
2025
Q4 		$204K Sell
1,340
-185
-12% -$28.2K 0.02% 120
2025
Q3 		$237K Buy
1,525
+6
+0.4% +$929 0.03% 112
2025
Q2 		$217K Buy
1,519
+109
+8% +$15.4K 0.03% 110
2025
Q1 		$236K Sell
1,410
-233
-14% -$36.5K 0.04% 102
2024
Q4 		$238K Sell
1,643
-731
-31% -$112K 0.04% 91
2024
Q3 		$350K Buy
2,374
+98
+4% +$14.6K 0.06% 80
2024
Q2 		$356K Buy
2,276
+459
+25% +$73.2K 0.07% 77
2024
Q1 		$287K Hold
1,817
– – 0.06% 78
2023
Q4 		$271K Hold
1,817
– – 0.06% 74
2023
Q3 		$306K Sell
1,817
-150
-8% -$24.2K 0.09% 66
2023
Q2 		$310K Hold
1,967
– – 0.08% 69
2023
Q1 		$321K Buy
1,967
+557
+40% +$93.4K 0.09% 58
2022
Q4 		$253K Sell
1,410
-43
-3% -$7.5K 0.07% 61
2022
Q3 		$209K Sell
1,453
-4
-0.3% -$610 0.07% 58
2022
Q2 		$211K Buy
1,457
+11
+0.8% +$1.82K 0.07% 60
2022
Q1 		$235K Sell
1,446
-354
-20% -$50.8K 0.07% 61
2021
Q4 		$211K Buy
1,800
+750
+71% +$85.2K 0.07% 58
2021
Q3 		$107K Hold
1,050
– – 0.04% 77
2021
Q2 		$110K Sell
1,050
-390
-27% -$41.2K 0.04% 73
2021
Q1 		$151K Buy
1,440
+90
+7% +$8.79K 0.06% 59
2020
Q4 		$115K Sell
1,350
-5,775
-81% -$468K 0.05% 69
2020
Q3 		$513K Sell
7,125
-2,471
-26% -$208K 0.24% 35
2020
Q2 		$857K Hold
9,596
– – 0.42% 31
2020
Q1 		$696K Sell
9,596
-315
-3% -$31.1K 0.46% 28
2019
Q4 		$1.2M Buy
+9,911
New +$1.17M 0.78% 18

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

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

IAG Wealth Partners reduced its Chevron (CVX) stake by 8.8% in Q2 2026, selling an estimated $24.4K and leaving 1,350 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #124.

IAG Wealth Partners first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.2M in Q4 2019. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • IAG Wealth Partners held 1,350 shares of Chevron worth $224K as of Q2 2026.
  • IAG Wealth Partners sold 131 Chevron shares in Q2 2026, an estimated $24.4K.
  • Chevron made up 0.02% of IAG Wealth Partners's portfolio in Q2 2026, its #124 holding.
  • IAG Wealth Partners first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Chevron position peaked at $1.2M in Q4 2019.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.