PIP
CVX icon

Peachtree Investment Partners’s Chevron CVX Stock Holding History

Peachtree Investment 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 		$230K Sell
1,386
-793
-36% -$148K 0.07% 98
2026
Q1 		$451K Buy
+2,179
New +$397K 0.17% 56
2024
Q1 		– Sell
-1,902
Closed -$284K – 105
2023
Q4 		$284K Buy
1,902
+3
+0.2% +$454 0.12% 70
2023
Q3 		$320K Sell
1,899
-815
-30% -$132K 0.16% 62
2023
Q2 		$427K Sell
2,714
-562
-17% -$90.1K 0.2% 62
2023
Q1 		$534K Sell
3,276
-53
-2% -$8.89K 0.33% 44
2022
Q4 		$598K Buy
+3,329
New +$581K 0.36% 45
2022
Q3 		– Sell
-3,035
Closed -$439K – 91
2022
Q2 		$439K Buy
3,035
+1,489
+96% +$246K 0.27% 50
2022
Q1 		$252K Buy
+1,546
New +$222K 0.12% 81

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

Peachtree Investment Partners's CVX Position: Q2 2026 in Review

Peachtree Investment Partners reduced its Chevron (CVX) stake by 36% in Q2 2026, selling an estimated $148K and leaving 1,386 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #98.

Peachtree Investment Partners first reported a position in CVX in Q1 2022 and has held it in 9 quarters since. The position peaked at $598K in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Peachtree Investment Partners held 1,386 shares of Chevron worth $230K as of Q2 2026.
  • Peachtree Investment Partners sold 793 Chevron shares in Q2 2026, an estimated $148K.
  • Chevron made up 0.07% of Peachtree Investment Partners's portfolio in Q2 2026, its #98 holding.
  • Peachtree Investment Partners first reported a position in Chevron in Q1 2022 and has held it in 9 quarters since.
  • Peachtree Investment Partners's Chevron position peaked at $598K in Q4 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.