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McDonald Partners’s Chevron CVX Stock Holding History

McDonald 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 		$4.04M Buy
24,395
+3,357
+16% +$625K 0.98% 25
2026
Q1 		$4.35M Sell
21,038
-477
-2% -$87K 1.03% 29
2025
Q4 		$3.28M Sell
21,515
-5,416
-20% -$825K 1.03% 28
2025
Q3 		$4.18M Sell
26,931
-5,912
-18% -$916K 1.25% 17
2025
Q2 		$4.71M Sell
32,843
-1,224
-4% -$173K 1.13% 20
2025
Q1 		$5.7M Sell
34,067
-112
-0.3% -$17.5K 1.49% 9
2024
Q4 		$4.95M Sell
34,179
-1,027
-3% -$157K 1.27% 15
2024
Q3 		$5.18M Buy
35,206
+1,000
+3% +$149K 1.3% 13
2024
Q2 		$5.35M Sell
34,206
-1,339
-4% -$214K 1.43% 10
2024
Q1 		$5.61M Sell
35,545
-59
-0.2% -$8.9K 1.54% 8
2023
Q4 		$5.31M Sell
35,604
-2,886
-7% -$436K 1.58% 8
2023
Q3 		$6.49M Buy
38,490
+1,703
+5% +$275K 2.11% 5
2023
Q2 		$5.79M Buy
36,787
+183
+0.5% +$29.3K 1.77% 6
2023
Q1 		$5.97M Buy
36,604
+1,564
+4% +$262K 1.93% 5
2022
Q4 		$6.29M Sell
35,040
-3,019
-8% -$527K 2.15% 5
2022
Q3 		$5.47M Sell
38,059
-7,139
-16% -$1.09M 2.09% 5
2022
Q2 		$6.54M Sell
45,198
-2,658
-6% -$439K 1.67% 4
2022
Q1 		$7.79M Buy
47,856
+47,796
+79,660% +$6.85M 1.7% 4
2021
Q4 		$7.04K Sell
60
-44,077
-100% -$5.01M 0.01% 218
2021
Q3 		$4.48M Buy
44,137
+6,874
+18% +$686K 1.05% 19
2021
Q2 		$3.9M Buy
37,263
+3,323
+10% +$351K 0.92% 27
2021
Q1 		$3.56M Buy
33,940
+1,075
+3% +$105K 0.91% 28
2020
Q4 		$2.77M Buy
+32,865
New +$2.66M 0.78% 34

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

McDonald Partners's CVX Position: Q2 2026 in Review

McDonald Partners increased its Chevron (CVX) stake by 16% in Q2 2026, buying an estimated $625K and bringing the position to 24,395 shares worth $4.04M. The position accounts for 0.98% of the portfolio, ranked #25.

McDonald Partners first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.79M in Q1 2022. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • McDonald Partners held 24,395 shares of Chevron worth $4.04M as of Q2 2026.
  • McDonald Partners bought 3,357 Chevron shares in Q2 2026, an estimated $625K.
  • Chevron made up 0.98% of McDonald Partners's portfolio in Q2 2026, its #25 holding.
  • McDonald Partners first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • McDonald Partners's Chevron position peaked at $7.79M in Q1 2022.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.