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Parcion Private Wealth’s Chevron CVX Stock Holding History

Parcion Private Wealth’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 		$10.4M Buy
62,674
+3,566
+6% +$664K 0.58% 31
2026
Q1 		$12.2M Buy
59,108
+645
+1% +$118K 0.76% 26
2025
Q4 		$8.91M Sell
58,463
-1,511
-3% -$230K 0.54% 33
2025
Q3 		$9.31M Buy
59,974
+287
+0.5% +$44.4K 0.58% 34
2025
Q2 		$8.55M Buy
59,687
+2,908
+5% +$410K 0.61% 38
2025
Q1 		$9.5M Buy
56,779
+3,403
+6% +$533K 0.77% 31
2024
Q4 		$7.73M Buy
53,376
+1,203
+2% +$184K 0.59% 37
2024
Q3 		$7.68M Buy
52,173
+6,792
+15% +$1.01M 0.64% 35
2024
Q2 		$7.1M Buy
45,381
+566
+1% +$90.3K 0.65% 31
2024
Q1 		$7.07M Buy
44,815
+205
+0.5% +$30.9K 0.62% 32
2023
Q4 		$6.65M Buy
44,610
+6,923
+18% +$1.05M 0.61% 36
2023
Q3 		$6.35M Buy
37,687
+455
+1% +$73.5K 0.66% 35
2023
Q2 		$5.86M Buy
37,232
+1,147
+3% +$184K 0.59% 42
2023
Q1 		$5.89M Buy
36,085
+2,905
+9% +$487K 0.62% 38
2022
Q4 		$5.96M Sell
33,180
-4,582
-12% -$800K 0.65% 30
2022
Q3 		$5.42M Sell
37,762
-496
-1% -$75.6K 0.61% 37
2022
Q2 		$5.52M Sell
38,258
-4,694
-11% -$776K 0.54% 41
2022
Q1 		$7M Sell
42,952
-16,486
-28% -$2.36M 0.65% 34
2021
Q4 		$7.66M Buy
59,438
+1,143
+2% +$130K 0.69% 34
2021
Q3 		$6.39M Buy
58,295
+643
+1% +$64.1K 0.57% 47
2021
Q2 		$6.04M Buy
57,652
+965
+2% +$102K 0.6% 46
2021
Q1 		$5.94M Buy
56,687
+5,918
+12% +$578K 0.67% 36
2020
Q4 		$4.29M Sell
50,769
-2,031
-4% -$164K 0.57% 49
2020
Q3 		$3.76M Buy
52,800
+17,623
+50% +$1.48M 0.57% 37
2020
Q2 		$3.12M Buy
35,177
+27,940
+386% +$2.5M 0.53% 31
2020
Q1 		$524K Sell
7,237
-24,985
-78% -$2.47M 0.14% 96
2019
Q4 		$3.88M Buy
+32,222
New +$3.8M 0.85% 17

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

Parcion Private Wealth's CVX Position: Q2 2026 in Review

Parcion Private Wealth increased its Chevron (CVX) stake by 6% in Q2 2026, buying an estimated $664K and bringing the position to 62,674 shares worth $10.4M. The position accounts for 0.58% of the portfolio, ranked #31.

Parcion Private Wealth first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.2M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Parcion Private Wealth held 62,674 shares of Chevron worth $10.4M as of Q2 2026.
  • Parcion Private Wealth bought 3,566 Chevron shares in Q2 2026, an estimated $664K.
  • Chevron made up 0.58% of Parcion Private Wealth's portfolio in Q2 2026, its #31 holding.
  • Parcion Private Wealth first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Parcion Private Wealth's Chevron position peaked at $12.2M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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