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Investment Partners’s Chevron CVX Stock Holding History

Investment 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
Q1 		$1.46M Sell
7,072
-55
-0.8% -$10K 0.52% 53
2025
Q4 		$1.09M Sell
7,127
-627
-8% -$95.5K 0.38% 61
2025
Q3 		$1.2M Buy
7,754
+99
+1% +$15.3K 0.42% 60
2025
Q2 		$1.1M Sell
7,655
-769
-9% -$108K 0.41% 59
2025
Q1 		$1.41M Buy
8,424
+32
+0.4% +$5.01K 0.58% 51
2024
Q4 		$1.22M Buy
8,392
+375
+5% +$57.4K 0.5% 55
2024
Q3 		$1.18M Sell
8,017
-133
-2% -$19.8K 0.49% 56
2024
Q2 		$1.27M Buy
8,150
+223
+3% +$35.6K 0.57% 50
2024
Q1 		$1.25M Sell
7,927
-197
-2% -$29.7K 0.57% 50
2023
Q4 		$1.21M Buy
8,124
+68
+0.8% +$10.3K 0.6% 48
2023
Q3 		$1.36M Buy
8,056
+20
+0.2% +$3.23K 0.71% 41
2023
Q2 		$1.26M Sell
8,036
-559
-7% -$89.6K 0.66% 42
2023
Q1 		$1.4M Buy
8,595
+19
+0.2% +$3.19K 0.74% 38
2022
Q4 		$1.54M Sell
8,576
-13,434
-61% -$2.34M 0.81% 37
2022
Q3 		$3.16M Buy
22,010
+13,458
+157% +$2.05M 0.94% 23
2022
Q2 		$1.24M Buy
8,552
+16
+0.2% +$2.65K 0.6% 44
2022
Q1 		$1.39M Buy
8,536
+5
+0.1% +$717 0.59% 44
2021
Q4 		$1M Buy
8,531
+275
+3% +$31.2K 0.41% 56
2021
Q3 		$838K Buy
8,256
+1,269
+18% +$127K 0.38% 61
2021
Q2 		$732K Buy
6,987
+377
+6% +$39.8K 0.33% 67
2021
Q1 		$693K Sell
6,610
-361
-5% -$35.3K 0.34% 68
2020
Q4 		$589K Buy
6,971
+1,534
+28% +$124K 0.31% 70
2020
Q3 		$391K Sell
5,437
-12
-0.2% -$1.01K 0.23% 79
2020
Q2 		$486K Buy
5,449
+31
+0.6% +$2.77K 0.29% 77
2020
Q1 		$393K Buy
5,418
+82
+2% +$8.1K 0.28% 77
2019
Q4 		$643K Buy
5,336
+6
+0.1% +$707 0.43% 63
2019
Q3 		$632K Sell
5,330
-1,101
-17% -$134K 0.46% 62
2019
Q2 		$800K Buy
6,431
+98
+2% +$11.8K 0.57% 55
2019
Q1 		$780K Sell
6,333
-95
-1% -$11.2K 0.56% 56
2018
Q4 		$699K Buy
+6,428
New +$745K 0.59% 55
2018
Q3 		– Sell
-5,978
Closed -$756K – 136
2018
Q2 		$756K Sell
5,978
-1,588
-21% -$197K 0.56% 52
2018
Q1 		$863K Buy
7,566
+10
+0.1% +$1.2K 0.64% 52
2017
Q4 		$946K Buy
7,556
+1,560
+26% +$185K 0.7% 47
2017
Q3 		$704K Sell
5,996
-495
-8% -$54K 0.6% 55
2017
Q2 		$677K Buy
6,491
+1,020
+19% +$108K 0.62% 56
2017
Q1 		$587K Sell
5,471
-985
-15% -$110K 0.57% 62
2016
Q4 		$760K Sell
6,456
-12,422
-66% -$1.35M 0.74% 50
2016
Q3 		$1.94M Buy
18,878
+12,127
+180% +$1.24M 1.1% 31
2016
Q2 		$708K Sell
6,751
-11,322
-63% -$1.14M 0.71% 55
2016
Q1 		$1.63M Buy
18,073
+11,389
+170% +$996K 1.06% 28
2015
Q4 		$603K Sell
6,684
-537
-7% -$48.4K 0.73% 56
2015
Q3 		$570K Sell
7,221
-359
-5% -$30.2K 0.75% 55
2015
Q2 		$730K Buy
7,580
+12
+0.2% +$1.26K 0.88% 49
2015
Q1 		$791K Sell
7,568
-268
-3% -$28.6K 0.87% 42
2014
Q4 		$877K Buy
+7,836
New +$890K 1.01% 35

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Investment Partners's CVX Position: Q1 2026 in Review

Investment Partners reduced its Chevron (CVX) stake by 0.77% in Q1 2026, selling an estimated $10K and leaving 7,072 shares worth $1.46M. The position accounts for 0.52% of the portfolio, ranked #53.

Investment Partners first reported a position in CVX in Q4 2014 and has held it in 45 quarters since. The position peaked at $3.16M in Q3 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Investment Partners held 7,072 shares of Chevron worth $1.46M as of Q1 2026.
  • Investment Partners sold 55 Chevron shares in Q1 2026, an estimated $10K.
  • Chevron made up 0.52% of Investment Partners's portfolio in Q1 2026, its #53 holding.
  • Investment Partners first reported a position in Chevron in Q4 2014 and has held it in 45 quarters since.
  • Investment Partners's Chevron position peaked at $3.16M in Q3 2022.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.