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Investment Research Partners’s Chevron CVX Stock Holding History

Investment Research 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 		$1.07M Buy
6,483
+904
+16% +$168K 0.36% 64
2026
Q1 		$1.15M Sell
5,579
-193
-3% -$35.2K 0.47% 46
2025
Q4 		$880K Buy
5,772
+212
+4% +$32.3K 0.38% 62
2025
Q3 		$862K Buy
+5,560
New +$861K 0.39% 60

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Investment Research Partners's CVX Position: Q2 2026 in Review

Investment Research Partners increased its Chevron (CVX) stake by 16% in Q2 2026, buying an estimated $168K and bringing the position to 6,483 shares worth $1.07M. The position accounts for 0.36% of the portfolio, ranked #64.

Investment Research Partners first reported a position in CVX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q1 2026. 3,321 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Investment Research Partners held 6,483 shares of Chevron worth $1.07M as of Q2 2026.
  • Investment Research Partners bought 904 Chevron shares in Q2 2026, an estimated $168K.
  • Chevron made up 0.36% of Investment Research Partners's portfolio in Q2 2026, its #64 holding.
  • Investment Research Partners first reported a position in Chevron in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's Chevron position peaked at $1.15M in Q1 2026.
  • 3,321 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.