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Platform Technology Partners’s Chevron CVX Stock Holding History

Platform Technology 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 		$4.28M Sell
25,821
-784
-3% -$146K 0.7% 29
2026
Q1 		$5.5M Buy
26,605
+216
+0.8% +$39.4K 1.06% 21
2025
Q4 		$4.02M Buy
26,389
+184
+0.7% +$28K 0.86% 26
2025
Q3 		$4.07M Buy
26,205
+1,045
+4% +$162K 0.98% 25
2025
Q2 		$3.6M Buy
25,160
+1,501
+6% +$212K 0.94% 23
2025
Q1 		$3.96M Buy
23,659
+688
+3% +$108K 1.15% 16
2024
Q4 		$3.33M Buy
22,971
+29
+0.1% +$4.44K 1.01% 19
2024
Q3 		$3.38M Buy
22,942
+4,219
+23% +$628K 1.06% 18
2024
Q2 		$2.93M Buy
+18,723
New +$2.99M 1.01% 19
2023
Q4 		$2.06M Buy
13,575
+1,903
+16% +$288K 0.8% 34
2023
Q3 		$1.97M Buy
11,672
+671
+6% +$108K 0.92% 27
2023
Q2 		$1.74M Buy
11,001
+129
+1% +$20.7K 0.82% 33
2023
Q1 		$1.77M Sell
10,872
-197
-2% -$33K 0.88% 30
2022
Q4 		$1.99M Sell
11,069
-201
-2% -$35.1K 1.03% 19
2022
Q3 		$1.62M Sell
11,270
-80
-0.7% -$12.2K 0.92% 27
2022
Q2 		$1.64M Buy
11,350
+67
+0.6% +$11.1K 0.9% 30
2022
Q1 		$1.84M Sell
11,283
-325
-3% -$46.6K 0.88% 23
2021
Q4 		$1.36M Buy
11,608
+103
+0.9% +$11.7K 0.6% 40
2021
Q3 		$1.17M Sell
11,505
-1,489
-11% -$149K 0.53% 50
2021
Q2 		$1.36M Buy
+12,994
New +$1.37M 0.56% 48
2020
Q4 		$1.32M Buy
15,692
+2,130
+16% +$172K 0.65% 38
2020
Q3 		$976K Buy
13,562
+1,501
+12% +$126K 0.6% 42
2020
Q2 		$1.08M Buy
12,061
+1,690
+16% +$151K 0.76% 31
2020
Q1 		$751K Buy
10,371
+3,735
+56% +$369K 0.68% 35
2019
Q4 		$800K Buy
+6,636
New +$782K 0.6% 45

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

Platform Technology Partners's CVX Position: Q2 2026 in Review

Platform Technology Partners reduced its Chevron (CVX) stake by 2.9% in Q2 2026, selling an estimated $146K and leaving 25,821 shares worth $4.28M. The position accounts for 0.7% of the portfolio, ranked #29.

Platform Technology Partners first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.5M in Q1 2026. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Platform Technology Partners held 25,821 shares of Chevron worth $4.28M as of Q2 2026.
  • Platform Technology Partners sold 784 Chevron shares in Q2 2026, an estimated $146K.
  • Chevron made up 0.7% of Platform Technology Partners's portfolio in Q2 2026, its #29 holding.
  • Platform Technology Partners first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
  • Platform Technology Partners's Chevron position peaked at $5.5M in Q1 2026.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.