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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
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

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

Impact Partnership Wealth's CVX Position: Q2 2026 in Review

Impact Partnership Wealth increased its Chevron (CVX) stake by 97% in Q2 2026, buying an estimated $785K and bringing the position to 8,570 shares worth $1.42M. The position accounts for 0.14% of the portfolio, ranked #106.

Impact Partnership Wealth first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Impact Partnership Wealth held 8,570 shares of Chevron worth $1.42M as of Q2 2026.
  • Impact Partnership Wealth bought 4,217 Chevron shares in Q2 2026, an estimated $785K.
  • Chevron made up 0.14% of Impact Partnership Wealth's portfolio in Q2 2026, its #106 holding.
  • Impact Partnership Wealth first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.