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Legacy Wealth Partners (Colorado)’s Chevron CVX Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$311K Buy
1,878
+145
+8% +$27K 0.07% 146
2026
Q1 		$359K Sell
1,733
-1,336
-44% -$244K 0.09% 119
2025
Q4 		$468K Buy
+3,069
New +$467K 0.12% 104

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
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 Wealth Partners (Colorado)'s CVX Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its Chevron (CVX) stake by 8.4% in Q2 2026, buying an estimated $27K and bringing the position to 1,878 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #146.

Legacy Wealth Partners (Colorado) first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $468K in Q4 2025. 4,117 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 1,878 shares of Chevron worth $311K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) bought 145 Chevron shares in Q2 2026, an estimated $27K.
  • Chevron made up 0.07% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #146 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s Chevron position peaked at $468K in Q4 2025.
  • 4,117 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.