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Legacy Capital Wealth Partners’s Chevron CVX Stock Holding History

Legacy Capital 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 		$1.5M Sell
9,054
-904
-9% -$168K 0.29% 77
2026
Q1 		$2.06M Sell
9,958
-694
-7% -$127K 0.42% 41
2025
Q4 		$1.62M Sell
10,652
-213
-2% -$32.4K 0.35% 52
2025
Q3 		$1.69M Buy
10,865
+652
+6% +$101K 0.37% 47
2025
Q2 		$1.46M Sell
10,213
-1,920
-16% -$271K 0.33% 58
2025
Q1 		$2.03M Buy
12,133
+251
+2% +$39.3K 0.5% 28
2024
Q4 		$1.72M Sell
11,882
-280
-2% -$42.9K 0.43% 39
2024
Q3 		$1.79M Sell
12,162
-962
-7% -$143K 0.36% 52
2024
Q2 		$2.05M Sell
13,124
-7,607
-37% -$1.21M 0.52% 31
2024
Q1 		$3.51M Buy
20,731
+8,631
+71% +$1.3M 2.49% 8
2023
Q4 		$1.8M Sell
12,100
-170
-1% -$25.7K 0.51% 39
2023
Q3 		$2.07M Buy
+12,270
New +$1.98M 0.57% 30
2023
Q2 		– Sell
-10,226
Closed -$1.67M – 87
2023
Q1 		$1.67M Buy
+10,226
New +$1.71M 0.46% 39
2021
Q2 		– Sell
-4,912
Closed -$515K – 34
2021
Q1 		$515K Buy
4,912
+710
+17% +$69.3K 0.21% 45
2020
Q4 		$355K Buy
+4,202
New +$340K 0.15% 61

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Capital Wealth Partners's CVX Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Chevron (CVX) stake by 9.1% in Q2 2026, selling an estimated $168K and leaving 9,054 shares worth $1.5M. The position accounts for 0.29% of the portfolio, ranked #77.

Legacy Capital Wealth Partners first reported a position in CVX in Q4 2020 and has held it in 15 quarters since. The position peaked at $3.51M in Q1 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Legacy Capital Wealth Partners held 9,054 shares of Chevron worth $1.5M as of Q2 2026.
  • Legacy Capital Wealth Partners sold 904 Chevron shares in Q2 2026, an estimated $168K.
  • Chevron made up 0.29% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #77 holding.
  • Legacy Capital Wealth Partners first reported a position in Chevron in Q4 2020 and has held it in 15 quarters since.
  • Legacy Capital Wealth Partners's Chevron position peaked at $3.51M in Q1 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.