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&Partners’s Chevron CVX Stock Holding History

&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
Q1 		$108M Buy
523,104
+2,592
+0.5% +$473K 0.53% 31
2025
Q4 		$79.3M Buy
520,512
+40,280
+8% +$6.13M 0.41% 45
2025
Q3 		$74.6M Buy
480,232
+35,066
+8% +$5.43M 0.48% 34
2025
Q2 		$63.7M Buy
445,166
+82,422
+23% +$11.6M 0.49% 37
2025
Q1 		$60.2M Buy
362,744
+10,072
+3% +$1.58M 0.64% 26
2024
Q4 		$51.9M Buy
352,672
+164,729
+88% +$25.2M 0.62% 26
2024
Q3 		$27.7M Buy
187,943
+98,107
+109% +$14.6M 0.53% 36
2024
Q2 		$14M Buy
89,836
+67,144
+296% +$10.7M 0.61% 28
2024
Q1 		$3.58M Buy
22,692
+9,096
+67% +$1.37M 0.49% 39
2023
Q4 		$2.04M Buy
13,596
+3,758
+38% +$568K 0.5% 52
2023
Q3 		$1.66M Buy
9,838
+363
+4% +$58.6K 0.77% 26
2023
Q2 		$1.49M Buy
9,475
+222
+2% +$35.6K 0.67% 26
2023
Q1 		$1.51M Sell
9,253
-7
-0.1% -$1.17K 0.73% 28
2022
Q4 		$1.66M Sell
9,260
-176
-2% -$30.7K 0.83% 24
2022
Q3 		$1.36M Buy
9,436
+235
+3% +$35.8K 0.78% 28
2022
Q2 		$1.33M Buy
9,201
+2,332
+34% +$385K 0.77% 27
2022
Q1 		$1.12M Buy
6,869
+2,744
+67% +$394K 0.63% 28
2021
Q4 		$484K Buy
4,125
+204
+5% +$23.2K 0.29% 79
2021
Q3 		$398K Buy
3,921
+876
+29% +$87.4K 0.25% 91
2021
Q2 		$319K Buy
3,045
+532
+21% +$56.2K 0.21% 112
2021
Q1 		$263K Buy
2,513
+375
+18% +$36.6K 0.19% 120
2020
Q4 		$204K Buy
+2,138
New +$173K 0.17% 133

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

&Partners's CVX Position: Q1 2026 in Review

&Partners increased its Chevron (CVX) stake by 0.5% in Q1 2026, buying an estimated $473K and bringing the position to 523,104 shares worth $108M. The position accounts for 0.53% of the portfolio, ranked #31.

&Partners first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • &Partners held 523,104 shares of Chevron worth $108M as of Q1 2026.
  • &Partners bought 2,592 Chevron shares in Q1 2026, an estimated $473K.
  • Chevron made up 0.53% of &Partners's portfolio in Q1 2026, its #31 holding.
  • &Partners first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.