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Precedent Wealth Partners’s Chevron CVX Stock Holding History

Precedent 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 		$2.96M Buy
17,878
+2,391
+15% +$445K 0.49% 60
2026
Q1 		$3.2M Sell
15,487
-3,750
-19% -$684K 0.64% 49
2025
Q4 		$2.93M Buy
19,237
+62
+0.3% +$9.44K 0.61% 51
2025
Q3 		$2.98M Buy
19,175
+16,627
+653% +$2.58M 0.66% 48
2025
Q2 		$365K Buy
2,548
+62
+2% +$8.74K 0.09% 137
2025
Q1 		$416K Sell
2,486
-9,161
-79% -$1.43M 0.12% 126
2024
Q4 		$1.69M Buy
11,647
+775
+7% +$119K 0.55% 44
2024
Q3 		$1.6M Buy
10,872
+945
+10% +$141K 0.53% 47
2024
Q2 		$1.55M Buy
9,927
+457
+5% +$72.9K 0.63% 36
2024
Q1 		$1.49M Buy
9,470
+566
+6% +$85.4K 0.64% 36
2023
Q4 		$1.33M Buy
+8,904
New +$1.35M 0.68% 33

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Precedent Wealth Partners increased its Chevron (CVX) stake by 15% in Q2 2026, buying an estimated $445K and bringing the position to 17,878 shares worth $2.96M. The position accounts for 0.49% of the portfolio, ranked #60.

Precedent Wealth Partners first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.2M in Q1 2026. 1,370 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Precedent Wealth Partners held 17,878 shares of Chevron worth $2.96M as of Q2 2026.
  • Precedent Wealth Partners bought 2,391 Chevron shares in Q2 2026, an estimated $445K.
  • Chevron made up 0.49% of Precedent Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • Precedent Wealth Partners first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Precedent Wealth Partners's Chevron position peaked at $3.2M in Q1 2026.
  • 1,370 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.