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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Partners Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 2,632 shares worth $436K. The position accounts for 0.43% of the portfolio, ranked #60.

Partners Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $545K in Q1 2026. 1,262 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Partners Wealth Management held 2,632 shares of Chevron worth $436K as of Q2 2026.
  • Partners Wealth Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.43% of Partners Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Partners Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Partners Wealth Management's Chevron position peaked at $545K in Q1 2026.
  • 1,262 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.