Root Financial Partners’s Chevron CVX Stock Holding History

Root 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 Q2	$1.54M	Buy	9,300 +2,043	+28%	+$380K	0.06%	92
2026 Q1	$1.5M	Sell	7,257 -297	-4%	-$54.2K	0.07%	78
2025 Q4	$1.15M	Sell	7,554 -1,147	-13%	-$175K	0.06%	85
2025 Q3	$1.35M	Buy	8,701 +1,053	+14%	+$163K	0.08%	72
2025 Q2	$1.1M	Buy	7,648 +1,080	+16%	+$152K	0.11%	69
2025 Q1	$1.1M	Buy	6,568 +188	+3%	+$29.4K	0.12%	64
2024 Q4	$924K	Buy	6,380 +2,216	+53%	+$339K	0.11%	64
2024 Q3	$613K	Buy	4,164 +36	+0.9%	+$5.36K	0.1%	78
2024 Q2	$646K	Sell	4,128 -89	-2%	-$14.2K	0.15%	55
2024 Q1	$665K	Buy	4,217 +444	+12%	+$67K	0.2%	46
2023 Q4	$563K	Buy	3,773 +97	+3%	+$14.7K	0.21%	48
2023 Q3	$620K	Buy	3,676 +2	+0.1%	+$323	0.33%	33
2023 Q2	$578K	Sell	3,674 -158	-4%	-$25.3K	0.34%	36
2023 Q1	$625K	Buy	+3,832	New	+$642K	0.45%	34

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

Root Financial Partners's CVX Position: Q2 2026 in Review

Root Financial Partners increased its Chevron (CVX) stake by 28% in Q2 2026, buying an estimated $380K and bringing the position to 9,300 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #92.

Root Financial Partners first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Root Financial Partners held 9,300 shares of Chevron worth $1.54M as of Q2 2026.
Root Financial Partners bought 2,043 Chevron shares in Q2 2026, an estimated $380K.
Chevron made up 0.06% of Root Financial Partners's portfolio in Q2 2026, its #92 holding.
Root Financial Partners first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.