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Parkwoods Wealth Partners’s Chevron CVX Stock Holding History

Parkwoods 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 		$749K Buy
4,520
+2,223
+97% +$414K 0.12% 77
2026
Q1 		$475K Buy
2,297
+197
+9% +$35.9K 0.12% 66
2025
Q4 		$320K Sell
2,100
-127
-6% -$19.3K 0.09% 79
2025
Q3 		$346K Buy
2,227
+110
+5% +$17K 0.12% 62
2025
Q2 		$303K Buy
+2,117
New +$298K 0.17% 55

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

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

Parkwoods Wealth Partners increased its Chevron (CVX) stake by 97% in Q2 2026, buying an estimated $414K and bringing the position to 4,520 shares worth $749K. The position accounts for 0.12% of the portfolio, ranked #77.

Parkwoods Wealth Partners first reported a position in CVX in Q2 2025 and has held it in 5 quarters since. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Parkwoods Wealth Partners held 4,520 shares of Chevron worth $749K as of Q2 2026.
  • Parkwoods Wealth Partners bought 2,223 Chevron shares in Q2 2026, an estimated $414K.
  • Chevron made up 0.12% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #77 holding.
  • Parkwoods Wealth Partners first reported a position in Chevron in Q2 2025 and has held it in 5 quarters since.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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