Pacific Sage Partners’s Chevron CVX Stock Holding History

Pacific Sage 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	$1.16M	Buy	6,982 +2	+0%	+$372	0.16%	49
2026 Q1	$1.44M	Buy	6,980 +711	+11%	+$130K	0.23%	41
2025 Q4	$955K	Buy	6,269 +2	+0%	+$305	0.15%	49
2025 Q3	$973K	Buy	6,267 +2	+0%	+$310	0.16%	48
2025 Q2	$897K	Sell	6,265 -968	-13%	-$136K	0.18%	48
2025 Q1	$1.21M	Sell	7,233 -984	-12%	-$154K	0.27%	41
2024 Q4	$1.19M	Sell	8,217 -99	-1%	-$15.2K	0.27%	40
2024 Q3	$1.22M	Sell	8,316 -300	-3%	-$44.7K	0.29%	38
2024 Q2	$1.35M	Sell	8,616 -265	-3%	-$42.3K	0.33%	33
2024 Q1	$1.4M	Sell	8,881 -55	-0.6%	-$8.3K	0.36%	32
2023 Q4	$1.33M	Buy	8,936 +57	+0.6%	+$8.62K	0.37%	32
2023 Q3	$1.5M	Hold	8,879	–	–	0.45%	27
2023 Q2	$1.4M	Buy	8,879 +1	+0%	+$160	0.41%	27
2023 Q1	$1.45M	Sell	8,878 -106	-1%	-$17.8K	0.47%	23
2022 Q4	$1.61M	Buy	+8,984	New	+$1.57M	0.54%	23

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pacific Sage Partners's CVX Position: Q2 2026 in Review

Pacific Sage Partners increased its Chevron (CVX) stake by 0.03% in Q2 2026, buying an estimated $372 and bringing the position to 6,982 shares worth $1.16M. The position accounts for 0.16% of the portfolio, ranked #49.

Pacific Sage Partners first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.61M in Q4 2022. 2,687 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Pacific Sage Partners held 6,982 shares of Chevron worth $1.16M as of Q2 2026.
Pacific Sage Partners bought 2 Chevron shares in Q2 2026, an estimated $372.
Chevron made up 0.16% of Pacific Sage Partners's portfolio in Q2 2026, its #49 holding.
Pacific Sage Partners first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Pacific Sage Partners's Chevron position peaked at $1.61M in Q4 2022.
2,687 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.