Invenio Wealth Partners’s Chevron CVX Stock Holding History

Invenio 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	$541K	Buy	3,262 +10	+0.3%	+$1.86K	0.19%	57
2026 Q1	$673K	Sell	3,252 -605	-16%	-$110K	0.27%	44
2025 Q4	$588K	Sell	3,857 -688	-15%	-$105K	0.22%	51
2025 Q3	$706K	Buy	4,545 +487	+12%	+$75.4K	0.26%	49
2025 Q2	$581K	Buy	4,058 +2,649	+188%	+$373K	0.23%	50
2025 Q1	$236K	Buy	+1,409	New	+$221K	0.1%	83
2024 Q2	–	Sell	-1,305	Closed	-$206K	–	95
2024 Q1	$206K	Buy	+1,305	New	+$197K	0.11%	94
2023 Q4	–	Sell	-1,253	Closed	-$211K	–	99
2023 Q3	$211K	Buy	+1,253	New	+$202K	0.19%	81

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

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

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

Invenio Wealth Partners increased its Chevron (CVX) stake by 0.31% in Q2 2026, buying an estimated $1.86K and bringing the position to 3,262 shares worth $541K. The position accounts for 0.19% of the portfolio, ranked #57.

Invenio Wealth Partners first reported a position in CVX in Q3 2023 and has held it in 8 quarters since. The position peaked at $706K in Q3 2025. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Invenio Wealth Partners held 3,262 shares of Chevron worth $541K as of Q2 2026.
Invenio Wealth Partners bought 10 Chevron shares in Q2 2026, an estimated $1.86K.
Chevron made up 0.19% of Invenio Wealth Partners's portfolio in Q2 2026, its #57 holding.
Invenio Wealth Partners first reported a position in Chevron in Q3 2023 and has held it in 8 quarters since.
Invenio Wealth Partners's Chevron position peaked at $706K in Q3 2025.
2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.