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Revolve Wealth Partners’s Chevron CVX Stock Holding History

Revolve 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 		$1.21M Buy
7,278
+3,109
+75% +$579K 0.13% 95
2026
Q1 		$863K Sell
4,169
-201
-5% -$36.7K 0.11% 91
2025
Q4 		$666K Sell
4,370
-92
-2% -$14K 0.08% 113
2025
Q3 		$693K Buy
4,462
+1,651
+59% +$256K 0.08% 105
2025
Q2 		$402K Sell
2,811
-421
-13% -$59.3K 0.05% 140
2025
Q1 		$541K Buy
3,232
+248
+8% +$38.8K 0.08% 112
2024
Q4 		$432K Sell
2,984
-1,255
-30% -$192K 0.06% 136
2024
Q3 		$624K Buy
4,239
+976
+30% +$145K 0.1% 96
2024
Q2 		$510K Buy
3,263
+59
+2% +$9.41K 0.08% 105
2024
Q1 		$505K Buy
3,204
+168
+6% +$25.4K 0.09% 103
2023
Q4 		$453K Sell
3,036
-694
-19% -$105K 0.09% 98
2023
Q3 		$629K Buy
3,730
+299
+9% +$48.3K 0.15% 78
2023
Q2 		$540K Buy
3,431
+251
+8% +$40.2K 0.13% 79
2023
Q1 		$519K Sell
3,180
-81
-2% -$13.6K 0.13% 79
2022
Q4 		$585K Sell
3,261
-1,049
-24% -$183K 0.17% 70
2022
Q3 		$619K Buy
4,310
+889
+26% +$136K 0.21% 62
2022
Q2 		$495K Sell
3,421
-479
-12% -$79.2K 0.16% 71
2022
Q1 		$635K Buy
3,900
+42
+1% +$6.02K 0.18% 65
2021
Q4 		$453K Buy
+3,858
New +$438K 0.13% 82

Other funds holding CVX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return