Partners Wealth Management
CVX icon

Partners Wealth Management’s Chevron CVX Stock Holding History

Partners Wealth Management’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
Q3 		$1.27M Buy
6,236
+3,604
+137% +$710K 0.13% 127
2026
Q2 		$436K Hold
2,632
– – 0.43% 60
2026
Q1 		$545K Sell
2,632
-106
-4% -$19.3K 0.56% 51
2025
Q4 		$417K Buy
2,738
+310
+13% +$47.2K 0.44% 62
2025
Q3 		$377K Buy
2,428
+307
+14% +$47.5K 0.37% 75
2025
Q2 		$357K Hold
2,121
– – 0.41% 69
2025
Q1 		$355K Sell
2,121
-59
-3% -$9.24K 0.4% 70
2024
Q4 		$316K Buy
+2,180
New +$334K 0.36% 77

Other funds holding CVX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Partners Wealth Management's CVX Position: Q3 2026 in Review

Partners Wealth Management increased its Chevron (CVX) stake by 137% in Q3 2026, buying an estimated $710K and bringing the position to 6,236 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #127.

Partners Wealth Management first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. 2,466 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Partners Wealth Management held 6,236 shares of Chevron worth $1.27M as of Q3 2026.
  • Partners Wealth Management bought 3,604 Chevron shares in Q3 2026, an estimated $710K.
  • Chevron made up 0.13% of Partners Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Partners Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.