SWP
CVX icon

Sagespring Wealth Partners’s Chevron CVX Stock Holding History

Sagespring 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 		$8.43M Buy
50,841
+1,912
+4% +$356K 0.13% 90
2026
Q1 		$10.1M Buy
48,929
+6,598
+16% +$1.2M 0.18% 69
2025
Q4 		$6.45M Buy
42,331
+737
+2% +$112K 0.12% 94
2025
Q3 		$6.46M Buy
41,594
+7,002
+20% +$1.08M 0.13% 89
2025
Q2 		$4.95M Sell
34,592
-4,239
-11% -$598K 0.11% 102
2025
Q1 		$6.5M Buy
38,831
+8,234
+27% +$1.29M 0.16% 73
2024
Q4 		$4.43M Buy
+30,597
New +$4.68M 0.12% 87

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sagespring Wealth Partners's CVX Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Chevron (CVX) stake by 3.9% in Q2 2026, buying an estimated $356K and bringing the position to 50,841 shares worth $8.43M. The position accounts for 0.13% of the portfolio, ranked #90.

Sagespring Wealth Partners first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sagespring Wealth Partners held 50,841 shares of Chevron worth $8.43M as of Q2 2026.
  • Sagespring Wealth Partners bought 1,912 Chevron shares in Q2 2026, an estimated $356K.
  • Chevron made up 0.13% of Sagespring Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Sagespring Wealth Partners first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Chevron position peaked at $10.1M in Q1 2026.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.