Innova Wealth Partners’s Chevron CVX Stock Holding History

Innova 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	$563K	Sell	3,399 -2	-0.1%	-$372	0.23%	83
2026 Q1	$704K	Buy	3,401 +14	+0.4%	+$2.55K	0.33%	58
2025 Q4	$516K	Buy	3,387 +7	+0.2%	+$1.07K	0.26%	64
2025 Q3	$525K	Buy	+3,380	New	+$523K	0.28%	62
2025 Q2	–	Sell	-1,331	Closed	-$223K	–	109
2025 Q1	$223K	Buy	+1,331	New	+$208K	0.14%	93
2024 Q3	–	Sell	-1,976	Closed	-$309K	–	89
2024 Q2	$309K	Buy	1,976 +76	+4%	+$12.1K	0.22%	61
2024 Q1	$300K	Hold	1,900	–	–	0.23%	60
2023 Q4	$283K	Sell	1,900 -700	-27%	-$106K	0.24%	50
2023 Q3	$438K	Hold	2,600	–	–	0.39%	31
2023 Q2	$409K	Buy	2,600 +142	+6%	+$22.8K	0.35%	37
2023 Q1	$401K	Buy	2,458 +100	+4%	+$16.8K	0.35%	30
2022 Q4	$423K	Buy	2,358 +300	+15%	+$52.4K	0.37%	33
2022 Q3	$296K	Hold	2,058	–	–	0.27%	32
2022 Q2	$298K	Hold	2,058	–	–	0.25%	34
2022 Q1	$335K	Buy	2,058 +250	+14%	+$35.9K	0.24%	46
2021 Q4	$212K	Buy	+1,808	New	+$205K	0.15%	71

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Innova Wealth Partners reduced its Chevron (CVX) stake by 0.06% in Q2 2026, selling an estimated $372 and leaving 3,399 shares worth $563K. The position accounts for 0.23% of the portfolio, ranked #83.

Innova Wealth Partners first reported a position in CVX in Q4 2021 and has held it in 16 quarters since. The position peaked at $704K in Q1 2026. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Innova Wealth Partners held 3,399 shares of Chevron worth $563K as of Q2 2026.
Innova Wealth Partners sold 2 Chevron shares in Q2 2026, an estimated $372.
Chevron made up 0.23% of Innova Wealth Partners's portfolio in Q2 2026, its #83 holding.
Innova Wealth Partners first reported a position in Chevron in Q4 2021 and has held it in 16 quarters since.
Innova Wealth Partners's Chevron position peaked at $704K in Q1 2026.
1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.