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Interchange Capital Partners’s Chevron CVX Stock Holding History

Interchange 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 		$1.13M Buy
6,848
+754
+12% +$140K 0.21% 109
2026
Q1 		$1.05M Sell
6,094
-9,150
-60% -$1.67M 0.33% 73
2025
Q4 		$2.32M Buy
15,244
+7,808
+105% +$1.19M 0.43% 42
2025
Q3 		$1.15M Buy
7,436
+1,828
+33% +$283K 0.23% 88
2025
Q2 		$803K Sell
5,608
-155
-3% -$21.9K 0.19% 99
2025
Q1 		$964K Buy
5,763
+622
+12% +$97.4K 0.27% 78
2024
Q4 		$742K Sell
5,141
-705
-12% -$108K 0.27% 97
2024
Q3 		$861K Sell
5,846
-495
-8% -$73.7K 0.3% 89
2024
Q2 		$992K Buy
6,341
+3,923
+162% +$626K 0.36% 73
2024
Q1 		$384K Buy
2,418
+314
+15% +$47.4K 0.26% 93
2023
Q4 		$316K Sell
2,104
-475
-18% -$71.8K 0.24% 105
2023
Q3 		$435K Buy
2,579
+267
+12% +$43.1K 0.35% 74
2023
Q2 		$365K Sell
2,312
-565
-20% -$90.6K 0.28% 86
2023
Q1 		$473K Buy
2,877
+999
+53% +$167K 0.26% 98
2022
Q4 		$337K Sell
1,878
-964
-34% -$168K 0.34% 69
2022
Q3 		$408K Buy
2,842
+28
+1% +$4.27K 0.45% 63
2022
Q2 		$407K Buy
2,814
+346
+14% +$57.2K 0.46% 65
2022
Q1 		$402K Sell
2,468
-1,867
-43% -$268K 0.41% 85
2021
Q4 		$508K Buy
+4,335
New +$492K 0.51% 62
2021
Q2 		– Sell
-5,870
Closed -$821K – 126
2021
Q1 		$821K Sell
5,870
-22
-0.4% -$2.15K 0.45% 70
2020
Q4 		$497K Buy
+5,892
New +$477K 0.27% 102

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Interchange Capital Partners increased its Chevron (CVX) stake by 12% in Q2 2026, buying an estimated $140K and bringing the position to 6,848 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #109.

Interchange Capital Partners first reported a position in CVX in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.32M in Q4 2025. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Interchange Capital Partners held 6,848 shares of Chevron worth $1.13M as of Q2 2026.
  • Interchange Capital Partners bought 754 Chevron shares in Q2 2026, an estimated $140K.
  • Chevron made up 0.21% of Interchange Capital Partners's portfolio in Q2 2026, its #109 holding.
  • Interchange Capital Partners first reported a position in Chevron in Q4 2020 and has held it in 21 quarters since.
  • Interchange Capital Partners's Chevron position peaked at $2.32M in Q4 2025.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.