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ORG Wealth Partners’s Chevron CVX Stock Holding History

ORG 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 		$1.13M Buy
6,827
+1,376
+25% +$256K 0.17% 73
2026
Q1 		$1.13M Sell
5,451
-1,821
-25% -$332K 0.22% 67
2025
Q4 		$1.11M Buy
7,272
+394
+6% +$60K 0.26% 63
2025
Q3 		$1.07M Buy
6,878
+2,862
+71% +$443K 0.23% 67
2025
Q2 		$585K Sell
4,016
-2,470
-38% -$348K 0.14% 101
2025
Q1 		$1.09M Buy
6,486
+5,281
+438% +$827K 0.34% 55
2024
Q4 		$175K Sell
1,205
-27
-2% -$4.13K 0.05% 135
2024
Q3 		$182K Buy
+1,232
New +$183K 0.06% 129

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

ORG Wealth Partners's CVX Position: Q2 2026 in Review

ORG Wealth Partners increased its Chevron (CVX) stake by 25% in Q2 2026, buying an estimated $256K and bringing the position to 6,827 shares worth $1.13M. The position accounts for 0.17% of the portfolio, ranked #73.

ORG Wealth Partners first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • ORG Wealth Partners held 6,827 shares of Chevron worth $1.13M as of Q2 2026.
  • ORG Wealth Partners bought 1,376 Chevron shares in Q2 2026, an estimated $256K.
  • Chevron made up 0.17% of ORG Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • ORG Wealth Partners first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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