Rothschild Capital Partners’s Chevron CVX Stock Holding History

Rothschild Capital 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	$625K	Buy	3,769 +1	+0%	+$186	0.13%	67
2026 Q1	$780K	Buy	+3,768	New	+$687K	0.19%	47
2020 Q1	–	Sell	-1,821	Closed	-$219K	–	34
2019 Q4	$219K	Hold	1,821	–	–	0.1%	37
2019 Q3	$216K	Hold	1,821	–	–	0.11%	35
2019 Q2	$227K	Hold	1,821	–	–	0.11%	37
2019 Q1	$224K	Buy	+1,821	New	+$215K	0.13%	38
2018 Q4	–	Sell	-1,821	Closed	-$223K	–	34
2018 Q3	$223K	Hold	1,821	–	–	0.1%	43
2018 Q2	$230K	Hold	1,821	–	–	0.1%	45
2018 Q1	$208K	Hold	1,821	–	–	0.08%	46
2017 Q4	$228K	Hold	1,821	–	–	0.09%	49
2017 Q3	$214K	Buy	+1,821	New	+$199K	0.09%	51
2015 Q1	–	Sell	-1,821	Closed	-$204K	–	42
2014 Q4	$204K	Hold	1,821	–	–	0.1%	40
2014 Q3	$217K	Hold	1,821	–	–	0.1%	41
2014 Q2	$238K	Hold	1,821	–	–	0.11%	37
2014 Q1	$217K	Hold	1,821	–	–	0.11%	39
2013 Q4	$227K	Hold	1,821	–	–	0.11%	35
2013 Q3	$221K	Hold	1,821	–	–	0.1%	38
2013 Q2	$215K	Buy	+1,821	New	+$220K	0.12%	38

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

Rothschild Capital Partners's CVX Position: Q2 2026 in Review

Rothschild Capital Partners increased its Chevron (CVX) stake by 0.03% in Q2 2026, buying an estimated $186 and bringing the position to 3,769 shares worth $625K. The position accounts for 0.13% of the portfolio, ranked #67.

Rothschild Capital Partners first reported a position in CVX in Q2 2013 and has held it in 18 quarters since. The position peaked at $780K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Rothschild Capital Partners held 3,769 shares of Chevron worth $625K as of Q2 2026.
Rothschild Capital Partners bought 1 Chevron share in Q2 2026, an estimated $186.
Chevron made up 0.13% of Rothschild Capital Partners's portfolio in Q2 2026, its #67 holding.
Rothschild Capital Partners first reported a position in Chevron in Q2 2013 and has held it in 18 quarters since.
Rothschild Capital Partners's Chevron position peaked at $780K in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.