Quantum Financial Partners
CVX icon

Quantum Financial Partners’s Chevron CVX Stock Holding History

Quantum Financial 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
Q3 		$414K Buy
2,029
+190
+10% +$37.4K 0.21% 97
2026
Q2 		$305K Buy
+1,839
New +$342K 0.16% 108

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Quantum Financial Partners's CVX Position: Q3 2026 in Review

Quantum Financial Partners increased its Chevron (CVX) stake by 10% in Q3 2026, buying an estimated $37.4K and bringing the position to 2,029 shares worth $414K. The position accounts for 0.21% of the portfolio, ranked #97.

Quantum Financial Partners first reported a position in CVX in Q2 2026 and has held it in 2 quarters since. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Quantum Financial Partners held 2,029 shares of Chevron worth $414K as of Q3 2026.
  • Quantum Financial Partners bought 190 Chevron shares in Q3 2026, an estimated $37.4K.
  • Chevron made up 0.21% of Quantum Financial Partners's portfolio in Q3 2026, its #97 holding.
  • Quantum Financial Partners first reported a position in Chevron in Q2 2026 and has held it in 2 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.