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Southland Equity Partners’s Chevron CVX Stock Holding History

Southland Equity 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 		$2.92M Sell
17,618
-136
-0.8% -$25.3K 0.51% 46
2026
Q1 		$3.67M Buy
17,754
+149
+0.8% +$27.2K 0.72% 31
2025
Q4 		$2.68M Sell
17,605
-392
-2% -$59.7K 0.53% 43
2025
Q3 		$2.79M Buy
17,997
+101
+0.6% +$15.6K 0.57% 42
2025
Q2 		$2.56M Sell
17,896
-223
-1% -$31.4K 0.56% 40
2025
Q1 		$3.03M Sell
18,119
-41
-0.2% -$6.42K 0.71% 33
2024
Q4 		$2.63M Buy
18,160
+2,180
+14% +$334K 0.61% 36
2024
Q3 		$2.35M Buy
15,980
+3,619
+29% +$539K 0.57% 39
2024
Q2 		$1.93M Buy
12,361
+5,534
+81% +$882K 0.55% 37
2024
Q1 		$1.08M Buy
6,827
+1,188
+21% +$179K 0.3% 57
2023
Q4 		$841K Buy
5,639
+295
+6% +$44.6K 0.26% 64
2023
Q3 		$901K Buy
5,344
+234
+5% +$37.8K 0.31% 55
2023
Q2 		$804K Buy
5,110
+1,207
+31% +$194K 0.27% 58
2023
Q1 		$637K Buy
3,903
+253
+7% +$42.4K 0.25% 66
2022
Q4 		$655K Buy
3,650
+44
+1% +$7.68K 0.25% 60
2022
Q3 		$518K Buy
3,606
+9
+0.3% +$1.37K 0.25% 68
2022
Q2 		$521K Buy
3,597
+105
+3% +$17.4K 0.24% 76
2022
Q1 		$569K Buy
3,492
+291
+9% +$41.7K 0.24% 73
2021
Q4 		$376K Sell
3,201
-122
-4% -$13.9K 0.15% 101
2021
Q3 		$337K Sell
3,323
-101
-3% -$10.1K 0.15% 103
2021
Q2 		$359K Buy
3,424
+291
+9% +$30.7K 0.17% 93
2021
Q1 		$328K Buy
3,133
+386
+14% +$37.7K 0.19% 94
2020
Q4 		$232K Buy
+2,747
New +$222K 0.16% 106

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

Southland Equity Partners's CVX Position: Q2 2026 in Review

Southland Equity Partners reduced its Chevron (CVX) stake by 0.77% in Q2 2026, selling an estimated $25.3K and leaving 17,618 shares worth $2.92M. The position accounts for 0.51% of the portfolio, ranked #46.

Southland Equity Partners first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.67M in Q1 2026. 2,583 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Southland Equity Partners held 17,618 shares of Chevron worth $2.92M as of Q2 2026.
  • Southland Equity Partners sold 136 Chevron shares in Q2 2026, an estimated $25.3K.
  • Chevron made up 0.51% of Southland Equity Partners's portfolio in Q2 2026, its #46 holding.
  • Southland Equity Partners first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's Chevron position peaked at $3.67M in Q1 2026.
  • 2,583 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.