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Morey & Quinn Wealth Partners’s Chevron CVX Stock Holding History

Morey & Quinn 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 		$226K Sell
1,365
-23
-2% -$4.28K 0.15% 130
2026
Q1 		$287K Buy
1,388
+37
+3% +$6.75K 0.2% 105
2025
Q4 		$206K Hold
1,351
– – 0.15% 127
2025
Q3 		$210K Buy
+1,351
New +$209K 0.15% 126
2025
Q2 		– Sell
-1,524
Closed -$255K – 130
2025
Q1 		$255K Buy
1,524
+31
+2% +$4.85K 0.21% 108
2024
Q4 		$216K Buy
+1,493
New +$229K 0.18% 110

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Massachusetts Financial Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Morey & Quinn Wealth Partners's CVX Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Chevron (CVX) stake by 1.7% in Q2 2026, selling an estimated $4.28K and leaving 1,365 shares worth $226K. The position accounts for 0.15% of the portfolio, ranked #130.

Morey & Quinn Wealth Partners first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $287K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Morey & Quinn Wealth Partners held 1,365 shares of Chevron worth $226K as of Q2 2026.
  • Morey & Quinn Wealth Partners sold 23 Chevron shares in Q2 2026, an estimated $4.28K.
  • Chevron made up 0.15% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • Morey & Quinn Wealth Partners first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • Morey & Quinn Wealth Partners's Chevron position peaked at $287K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.