Perfromance Wealth Partners’s Chevron CVX Stock Holding History

Perfromance Wealth 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	$5.08M	Buy	30,641 +3,328	+12%	+$619K	0.13%	39
2026 Q1	$5.65M	Buy	+27,313	New	+$4.98M	0.16%	29
2025 Q4	–	Sell	-1,707	Closed	-$265K	–	204
2025 Q3	$265K	Buy	1,707 +278	+19%	+$43.1K	0.01%	174
2025 Q2	$205K	Buy	+1,429	New	+$201K	0.01%	185
2024 Q2	–	Sell	-1,429	Closed	-$225K	–	168
2024 Q1	$225K	Sell	1,429 -230	-14%	-$34.7K	0.01%	144
2023 Q4	$248K	Buy	1,659 +68	+4%	+$10.3K	0.01%	144
2023 Q3	$268K	Hold	1,591	–	–	0.01%	142
2023 Q2	$249K	Buy	+1,591	New	+$255K	0.01%	157

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Perfromance Wealth Partners increased its Chevron (CVX) stake by 12% in Q2 2026, buying an estimated $619K and bringing the position to 30,641 shares worth $5.08M. The position accounts for 0.13% of the portfolio, ranked #39.

Perfromance Wealth Partners first reported a position in CVX in Q2 2023 and has held it in 8 quarters since. The position peaked at $5.65M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Perfromance Wealth Partners held 30,641 shares of Chevron worth $5.08M as of Q2 2026.
Perfromance Wealth Partners bought 3,328 Chevron shares in Q2 2026, an estimated $619K.
Chevron made up 0.13% of Perfromance Wealth Partners's portfolio in Q2 2026, its #39 holding.
Perfromance Wealth Partners first reported a position in Chevron in Q2 2023 and has held it in 8 quarters since.
Perfromance Wealth Partners's Chevron position peaked at $5.65M in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.