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Roth Financial Partners’s Chevron CVX Stock Holding History

Roth 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 		$2.19M Buy
13,193
+103
+0.8% +$19.2K 0.65% 14
2026
Q1 		$2.71M Buy
+13,090
New +$2.39M 0.92% 12

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Roth Financial Partners increased its Chevron (CVX) stake by 0.79% in Q2 2026, buying an estimated $19.2K and bringing the position to 13,193 shares worth $2.19M. The position accounts for 0.65% of the portfolio, ranked #14.

Roth Financial Partners first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.71M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Roth Financial Partners held 13,193 shares of Chevron worth $2.19M as of Q2 2026.
  • Roth Financial Partners bought 103 Chevron shares in Q2 2026, an estimated $19.2K.
  • Chevron made up 0.65% of Roth Financial Partners's portfolio in Q2 2026, its #14 holding.
  • Roth Financial Partners first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Roth Financial Partners's Chevron position peaked at $2.71M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.