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Premier Path Wealth Partners’s Chevron CVX Stock Holding History

Premier Path 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 		$2.49M Buy
15,044
+139
+0.9% +$25.9K 0.29% 85
2026
Q1 		$3.08M Buy
14,905
+805
+6% +$147K 0.4% 56
2025
Q4 		$2.15M Sell
14,100
-1,314
-9% -$200K 0.28% 81
2025
Q3 		$2.39M Buy
15,414
+2,854
+23% +$442K 0.31% 74
2025
Q2 		$1.8M Sell
12,560
-184
-1% -$25.9K 0.25% 92
2025
Q1 		$2.13M Buy
12,744
+208
+2% +$32.6K 0.33% 70
2024
Q4 		$1.82M Buy
12,536
+2,419
+24% +$370K 0.28% 84
2024
Q3 		$1.49M Sell
10,117
-2,000
-17% -$298K 0.23% 100
2024
Q2 		$1.9M Buy
12,117
+1,144
+10% +$182K 0.32% 76
2024
Q1 		$1.73M Buy
10,973
+1,164
+12% +$176K 0.33% 79
2023
Q4 		$1.45M Buy
+9,809
New +$1.48M 0.32% 74

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

Premier Path Wealth Partners's CVX Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Chevron (CVX) stake by 0.93% in Q2 2026, buying an estimated $25.9K and bringing the position to 15,044 shares worth $2.49M. The position accounts for 0.29% of the portfolio, ranked #85.

Premier Path Wealth Partners first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.08M in Q1 2026. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Premier Path Wealth Partners held 15,044 shares of Chevron worth $2.49M as of Q2 2026.
  • Premier Path Wealth Partners bought 139 Chevron shares in Q2 2026, an estimated $25.9K.
  • Chevron made up 0.29% of Premier Path Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Premier Path Wealth Partners first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Chevron position peaked at $3.08M in Q1 2026.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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