Quartz Partners’s Chevron CVX Stock Holding History

Quartz 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	-1,057	Closed	-$219K	–	195
2026 Q1	$219K	Buy	+1,057	New	+$193K	0.08%	158
2025 Q4	–	Sell	-1,876	Closed	-$291K	–	172
2025 Q3	$291K	Buy	1,876 +394	+27%	+$61K	0.11%	145
2025 Q2	$212K	Buy	+1,482	New	+$209K	0.1%	166

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

Quartz Partners's CVX Position: Q2 2026 in Review

Quartz Partners sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,057 shares — an estimated $219K sold.

Quartz Partners first reported a position in CVX in Q2 2025 and held it in 3 quarters. The position peaked at $291K in Q3 2025. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Quartz Partners reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Quartz Partners sold 1,057 Chevron shares in Q2 2026, an estimated $219K.
Quartz Partners first reported a position in Chevron in Q2 2025 and held it in 3 quarters.
Quartz Partners's Chevron position peaked at $291K in Q3 2025.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.