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Impact Capital Partners’s Chevron CVX Stock Holding History

Impact Capital 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 		$2.48M Buy
14,946
+3
+0% +$558 0.68% 37
2026
Q1 		$3.09M Sell
14,943
-419
-3% -$76.4K 0.94% 24
2025
Q4 		$2.34M Sell
15,362
-215
-1% -$32.7K 0.69% 36
2025
Q3 		$2.42M Buy
15,577
+631
+4% +$97.7K 0.73% 36
2025
Q2 		$2.14M Sell
14,946
-275
-2% -$38.8K 0.7% 35
2025
Q1 		$2.55M Buy
15,221
+9,473
+165% +$1.48M 0.92% 26
2024
Q4 		$833K Buy
+5,748
New +$880K 0.3% 81

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Impact Capital Partners's CVX Position: Q2 2026 in Review

Impact Capital Partners increased its Chevron (CVX) stake by 0.02% in Q2 2026, buying an estimated $558 and bringing the position to 14,946 shares worth $2.48M. The position accounts for 0.68% of the portfolio, ranked #37.

Impact Capital Partners first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.09M in Q1 2026. 1,262 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Impact Capital Partners held 14,946 shares of Chevron worth $2.48M as of Q2 2026.
  • Impact Capital Partners bought 3 Chevron shares in Q2 2026, an estimated $558.
  • Chevron made up 0.68% of Impact Capital Partners's portfolio in Q2 2026, its #37 holding.
  • Impact Capital Partners first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Impact Capital Partners's Chevron position peaked at $3.09M in Q1 2026.
  • 1,262 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.