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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
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

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

Root Financial Partners's CVX Position: Q1 2026 in Review

Root Financial Partners reduced its Chevron (CVX) stake by 3.9% in Q1 2026, selling an estimated $54.2K and leaving 7,257 shares worth $1.5M. The position accounts for 0.07% of the portfolio, ranked #78.

Root Financial Partners first reported a position in CVX in Q1 2023 and has held it in 13 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Root Financial Partners held 7,257 shares of Chevron worth $1.5M as of Q1 2026.
  • Root Financial Partners sold 297 Chevron shares in Q1 2026, an estimated $54.2K.
  • Chevron made up 0.07% of Root Financial Partners's portfolio in Q1 2026, its #78 holding.
  • Root Financial Partners first reported a position in Chevron in Q1 2023 and has held it in 13 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.