Impact Partnership Wealth’s Chevron CVX Stock Holding History

Impact Partnership Wealth’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 Q1	$901K	Sell	4,353 -2,789	-39%	-$509K	0.11%	130
2025 Q4	$1.09M	Buy	7,142 +1,342	+23%	+$204K	0.14%	99
2025 Q3	$901K	Sell	5,800 -261	-4%	-$40.4K	0.13%	102
2025 Q2	$868K	Buy	6,061 +4,314	+247%	+$608K	0.16%	55
2025 Q1	$292K	Sell	1,747 -5,969	-77%	-$934K	0.06%	176
2024 Q4	$1.12M	Buy	7,716 +715	+10%	+$109K	0.23%	50
2024 Q3	$1.03M	Buy	7,001 +642	+10%	+$95.6K	0.23%	53
2024 Q2	$995K	Buy	6,359 +5,322	+513%	+$849K	0.26%	46
2024 Q1	$164K	Sell	1,037 -5,520	-84%	-$833K	0.06%	205
2023 Q4	$978K	Sell	6,557 -440	-6%	-$66.5K	0.36%	31
2023 Q3	$1.18M	Buy	6,997 +5,280	+308%	+$853K	0.37%	30
2023 Q2	$270K	Buy	+1,717	New	+$275K	0.09%	148

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Impact Partnership Wealth's CVX Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Chevron (CVX) stake by 39% in Q1 2026, selling an estimated $509K and leaving 4,353 shares worth $901K. The position accounts for 0.11% of the portfolio, ranked #130.

Impact Partnership Wealth first reported a position in CVX in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q3 2023. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Impact Partnership Wealth held 4,353 shares of Chevron worth $901K as of Q1 2026.
Impact Partnership Wealth sold 2,789 Chevron shares in Q1 2026, an estimated $509K.
Chevron made up 0.11% of Impact Partnership Wealth's portfolio in Q1 2026, its #130 holding.
Impact Partnership Wealth first reported a position in Chevron in Q2 2023 and has held it in 12 quarters since.
Impact Partnership Wealth's Chevron position peaked at $1.18M in Q3 2023.
4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.