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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Quotient Wealth Partners's CVX Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Chevron (CVX) stake by 15% in Q1 2026, selling an estimated $1.33M and leaving 39,891 shares worth $8.25M. The position accounts for 0.22% of the portfolio, ranked #36.

Quotient Wealth Partners first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Quotient Wealth Partners held 39,891 shares of Chevron worth $8.25M as of Q1 2026.
  • Quotient Wealth Partners sold 7,304 Chevron shares in Q1 2026, an estimated $1.33M.
  • Chevron made up 0.22% of Quotient Wealth Partners's portfolio in Q1 2026, its #36 holding.
  • Quotient Wealth Partners first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.