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 Q3	$392K	Hold	1,919	–	–	0.21%	121
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) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Investment Partners Asset Management's CVX Position: Q3 2026 in Review

Investment Partners Asset Management held its Chevron (CVX) position steady in Q3 2026 at 1,919 shares worth $392K. The position accounts for 0.21% of the portfolio, ranked #121.

Investment Partners Asset Management first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $466K in Q4 2024. 736 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Investment Partners Asset Management held 1,919 shares of Chevron worth $392K as of Q3 2026.
Investment Partners Asset Management left its Chevron share count unchanged in Q3 2026.
Chevron made up 0.21% of Investment Partners Asset Management's portfolio in Q3 2026, its #121 holding.
Investment Partners Asset Management first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
Investment Partners Asset Management's Chevron position peaked at $466K in Q4 2024.
736 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.