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Investment Partners Asset Management’s Chevron CVX Stock Holding History

Investment Partners Asset Management’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 		$318K Sell
1,919
-240
-11% -$44.7K 0.18% 134
2026
Q1 		$447K Buy
2,159
+7
+0.3% +$1.28K 0.28% 101
2025
Q4 		$328K Hold
2,152
– – 0.2% 122
2025
Q3 		$334K Buy
2,152
+575
+36% +$89.1K 0.22% 124
2025
Q2 		$226K Buy
1,577
+150
+11% +$21.1K 0.16% 138
2025
Q1 		$239K Sell
1,427
-1,792
-56% -$281K 0.19% 129
2024
Q4 		$466K Buy
3,219
+805
+33% +$123K 0.37% 81
2024
Q3 		$356K Sell
2,414
-100
-4% -$14.9K 0.29% 101
2024
Q2 		$393K Buy
2,514
+35
+1% +$5.58K 0.35% 86
2024
Q1 		$391K Sell
2,479
-132
-5% -$19.9K 0.35% 90
2023
Q4 		$390K Buy
+2,611
New +$395K 0.39% 78

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Investment Partners Asset Management's CVX Position: Q2 2026 in Review

Investment Partners Asset Management reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $44.7K and leaving 1,919 shares worth $318K. The position accounts for 0.18% of the portfolio, ranked #134.

Investment Partners Asset Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $466K in Q4 2024. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Investment Partners Asset Management held 1,919 shares of Chevron worth $318K as of Q2 2026.
  • Investment Partners Asset Management sold 240 Chevron shares in Q2 2026, an estimated $44.7K.
  • Chevron made up 0.18% of Investment Partners Asset Management's portfolio in Q2 2026, its #134 holding.
  • Investment Partners Asset Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Investment Partners Asset Management's Chevron position peaked at $466K in Q4 2024.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.