Pursue Wealth Partners’s Chevron CVX Stock Holding History

Pursue 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	–	Sell	-9,623	Closed	-$1.99M	–	99
2026 Q1	$1.99M	Buy	9,623 +7,250	+306%	+$1.32M	1.19%	25
2025 Q4	$362K	Sell	2,373 -3,267	-58%	-$498K	0.18%	73
2025 Q3	$876K	Buy	5,640 +179	+3%	+$27.7K	0.48%	50
2025 Q2	$782K	Buy	+5,461	New	+$770K	0.44%	52
2024 Q3	–	Sell	-2,709	Closed	-$424K	–	113
2024 Q2	$424K	Sell	2,709 -750	-22%	-$120K	0.23%	64
2024 Q1	$546K	Hold	3,459	–	–	0.32%	59
2023 Q4	$516K	Hold	3,459	–	–	0.33%	55
2023 Q3	$583K	Hold	3,459	–	–	0.41%	54
2023 Q2	$544K	Sell	3,459 -504	-13%	-$80.8K	0.34%	61
2023 Q1	$647K	Buy	3,963 +1,145	+41%	+$192K	0.44%	57
2022 Q4	$506K	Buy	2,818 +1,000	+55%	+$175K	0.39%	63
2022 Q3	$261K	Sell	1,818 -83	-4%	-$12.7K	0.19%	86
2022 Q2	$275K	Sell	1,901 -3,000	-61%	-$496K	0.18%	90
2022 Q1	$819K	Sell	4,901 -3,885	-44%	-$557K	0.34%	64
2021 Q4	$1.03M	Buy	+8,786	New	+$998K	0.4%	56

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

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

Pursue Wealth Partners sold out of Chevron (CVX) in Q2 2026, closing a stake of 9,623 shares — an estimated $1.99M sold.

Pursue Wealth Partners first reported a position in CVX in Q4 2021 and held it in 15 quarters. The position peaked at $1.99M in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Pursue Wealth Partners reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Pursue Wealth Partners sold 9,623 Chevron shares in Q2 2026, an estimated $1.99M.
Pursue Wealth Partners first reported a position in Chevron in Q4 2021 and held it in 15 quarters.
Pursue Wealth Partners's Chevron position peaked at $1.99M in Q1 2026.
4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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