Quotient Wealth Partners’s Chevron CVX Stock Holding History

Quotient 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	$6.83M	Buy	41,181 +1,290	+3%	+$240K	0.16%	44
2026 Q1	$8.25M	Sell	39,891 -7,304	-15%	-$1.33M	0.22%	36
2025 Q4	$7.19M	Buy	47,195 +924	+2%	+$141K	0.19%	37
2025 Q3	$7.19M	Buy	46,271 +5,069	+12%	+$785K	0.2%	36
2025 Q2	$5.9M	Sell	41,202 -1,646	-4%	-$232K	0.17%	37
2025 Q1	$7.17M	Buy	42,848 +920	+2%	+$144K	0.23%	33
2024 Q4	$6.07M	Sell	41,928 -1,359	-3%	-$208K	0.2%	36
2024 Q3	$6.37M	Sell	43,287 -1,026	-2%	-$153K	0.21%	33
2024 Q2	$6.93M	Buy	44,313 +1,249	+3%	+$199K	0.24%	32
2024 Q1	$6.79M	Buy	43,064 +8,597	+25%	+$1.3M	0.24%	33
2023 Q4	$5.14M	Buy	+34,467	New	+$5.21M	0.2%	49

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

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

Quotient Wealth Partners increased its Chevron (CVX) stake by 3.2% in Q2 2026, buying an estimated $240K and bringing the position to 41,181 shares worth $6.83M. The position accounts for 0.16% of the portfolio, ranked #44.

Quotient Wealth Partners first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.25M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Quotient Wealth Partners held 41,181 shares of Chevron worth $6.83M as of Q2 2026.
Quotient Wealth Partners bought 1,290 Chevron shares in Q2 2026, an estimated $240K.
Chevron made up 0.16% of Quotient Wealth Partners's portfolio in Q2 2026, its #44 holding.
Quotient Wealth Partners first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's Chevron position peaked at $8.25M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.