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ShoreHaven Wealth Partners’s Chevron CVX Stock Holding History

ShoreHaven 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 		$538K Buy
3,248
+17
+0.5% +$3.16K 0.17% 70
2026
Q1 		$668K Sell
3,231
-80
-2% -$14.6K 0.24% 64
2025
Q4 		$505K Buy
3,311
+1,282
+63% +$195K 0.18% 71
2025
Q3 		$315K Buy
2,029
+18
+0.9% +$2.79K 0.12% 83
2025
Q2 		$288K Sell
2,011
-5
-0.2% -$705 0.12% 79
2025
Q1 		$337K Sell
2,016
-80
-4% -$12.5K 0.16% 71
2024
Q4 		$304K Buy
2,096
+17
+0.8% +$2.6K 0.14% 74
2024
Q3 		$306K Sell
2,079
-218
-9% -$32.4K 0.15% 71
2024
Q2 		$359K Buy
2,297
+20
+0.9% +$3.19K 0.19% 60
2024
Q1 		$359K Buy
2,277
+24
+1% +$3.62K 0.2% 58
2023
Q4 		$336K Buy
2,253
+65
+3% +$9.83K 0.2% 57
2023
Q3 		$369K Buy
2,188
+8
+0.4% +$1.29K 0.25% 53
2023
Q2 		$343K Buy
2,180
+9
+0.4% +$1.44K 0.23% 49
2023
Q1 		$354K Buy
2,171
+8
+0.4% +$1.34K 0.25% 53
2022
Q4 		$388K Buy
+2,163
New +$377K 0.27% 57
2021
Q2 		– Sell
-1,025
Closed -$107K – 110
2021
Q1 		$107K Buy
1,025
+12
+1% +$1.17K 0.06% 83
2020
Q4 		$86K Buy
+1,013
New +$82K 0.05% 87

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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

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

ShoreHaven Wealth Partners increased its Chevron (CVX) stake by 0.53% in Q2 2026, buying an estimated $3.16K and bringing the position to 3,248 shares worth $538K. The position accounts for 0.17% of the portfolio, ranked #70.

ShoreHaven Wealth Partners first reported a position in CVX in Q4 2020 and has held it in 17 quarters since. The position peaked at $668K in Q1 2026. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • ShoreHaven Wealth Partners held 3,248 shares of Chevron worth $538K as of Q2 2026.
  • ShoreHaven Wealth Partners bought 17 Chevron shares in Q2 2026, an estimated $3.16K.
  • Chevron made up 0.17% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • ShoreHaven Wealth Partners first reported a position in Chevron in Q4 2020 and has held it in 17 quarters since.
  • ShoreHaven Wealth Partners's Chevron position peaked at $668K in Q1 2026.
  • 2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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