Impact Partnership Wealth
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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
Q3 		$2.23M Buy
10,927
+2,357
+28% +$464K 0.2% 77
2026
Q2 		$1.42M Buy
8,570
+4,217
+97% +$785K 0.14% 106
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Impact Partnership Wealth's CVX Position: Q3 2026 in Review

Impact Partnership Wealth increased its Chevron (CVX) stake by 28% in Q3 2026, buying an estimated $464K and bringing the position to 10,927 shares worth $2.23M. The position accounts for 0.2% of the portfolio, ranked #77.

Impact Partnership Wealth first reported a position in CVX in Q2 2023 and has held it in 14 quarters since. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Impact Partnership Wealth held 10,927 shares of Chevron worth $2.23M as of Q3 2026.
  • Impact Partnership Wealth bought 2,357 Chevron shares in Q3 2026, an estimated $464K.
  • Chevron made up 0.2% of Impact Partnership Wealth's portfolio in Q3 2026, its #77 holding.
  • Impact Partnership Wealth first reported a position in Chevron in Q2 2023 and has held it in 14 quarters since.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.