Signature Wealth Management Partners’s Chevron CVX Stock Holding History

Signature Wealth Management 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	$615K	Sell	3,712 -29	-0.8%	-$5.4K	0.29%	65
2026 Q1	$774K	Sell	3,741 -103	-3%	-$18.8K	0.39%	49
2025 Q4	$586K	Buy	3,844 +100	+3%	+$15.2K	0.29%	61
2025 Q3	$581K	Buy	3,744 +109	+3%	+$16.9K	0.3%	59
2025 Q2	$520K	Buy	3,635 +105	+3%	+$14.8K	0.3%	62
2025 Q1	$591K	Hold	3,530	–	–	0.39%	51
2024 Q4	$511K	Hold	3,530	–	–	0.35%	57
2024 Q3	$520K	Sell	3,530 -2,120	-38%	-$316K	0.38%	57
2024 Q2	$884K	Sell	5,650 -168	-3%	-$26.8K	0.67%	33
2024 Q1	$918K	Hold	5,818	–	–	0.75%	28
2023 Q4	$868K	Buy	5,818 +228	+4%	+$34.5K	0.76%	30
2023 Q3	$943K	Hold	5,590	–	–	0.92%	25
2023 Q2	$880K	Hold	5,590	–	–	0.82%	28
2023 Q1	$912K	Sell	5,590 -100	-2%	-$16.8K	0.85%	29
2022 Q4	$1.02M	Sell	5,690 -200	-3%	-$34.9K	1.01%	27
2022 Q3	$846K	Hold	5,890	–	–	0.93%	26
2022 Q2	$853K	Sell	5,890 -546	-8%	-$90.3K	0.87%	31
2022 Q1	$1.05M	Sell	6,436 -300	-4%	-$43K	0.89%	30
2021 Q4	$790K	Sell	6,736 -100	-1%	-$11.4K	0.67%	39
2021 Q3	$694K	Hold	6,836	–	–	0.63%	40
2021 Q2	$716K	Hold	6,836	–	–	0.65%	39
2021 Q1	$716K	Buy	6,836 +2,060	+43%	+$201K	0.69%	38
2020 Q4	$403K	Buy	+4,776	New	+$387K	0.4%	57

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

Signature Wealth Management Partners's CVX Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its Chevron (CVX) stake by 0.78% in Q2 2026, selling an estimated $5.4K and leaving 3,712 shares worth $615K. The position accounts for 0.29% of the portfolio, ranked #65.

Signature Wealth Management Partners first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q1 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Signature Wealth Management Partners held 3,712 shares of Chevron worth $615K as of Q2 2026.
Signature Wealth Management Partners sold 29 Chevron shares in Q2 2026, an estimated $5.4K.
Chevron made up 0.29% of Signature Wealth Management Partners's portfolio in Q2 2026, its #65 holding.
Signature Wealth Management Partners first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
Signature Wealth Management Partners's Chevron position peaked at $1.05M in Q1 2022.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.