Partnership Wealth Management’s Chevron CVX Stock Holding History

Partnership 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	$961K	Hold	5,800	–	–	0.65%	31
2026 Q1	$1.2M	Hold	5,800	–	–	0.92%	26
2025 Q4	$884K	Hold	5,800	–	–	0.64%	31
2025 Q3	$901K	Hold	5,800	–	–	0.69%	32
2025 Q2	$831K	Hold	5,800	–	–	0.67%	35
2025 Q1	$970K	Hold	5,800	–	–	0.82%	31
2024 Q4	$840K	Sell	5,800 -100	-2%	-$15.3K	0.7%	35
2024 Q3	$869K	Hold	5,900	–	–	0.61%	34
2024 Q2	$923K	Hold	5,900	–	–	0.68%	37
2024 Q1	$931K	Hold	5,900	–	–	0.65%	41
2023 Q4	$870K	Buy	+5,900	New	+$892K	0.66%	42

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Partnership Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 5,800 shares worth $961K. The position accounts for 0.65% of the portfolio, ranked #31.

Partnership Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Partnership Wealth Management held 5,800 shares of Chevron worth $961K as of Q2 2026.
Partnership Wealth Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.65% of Partnership Wealth Management's portfolio in Q2 2026, its #31 holding.
Partnership Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Partnership Wealth Management's Chevron position peaked at $1.2M in Q1 2026.
2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.