Strategic Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $874K | Buy |
5,270
+5
| +0.1% | +$931 | 0.05% | 161 |
|
|
2026
Q1 | $1.09M | Buy |
5,265
+622
| +13% | +$113K | 0.08% | 140 |
|
|
2025
Q4 | $708K | Buy |
4,643
+1,303
| +39% | +$198K | 0.05% | 177 |
|
|
2025
Q3 | $519K | Sell |
3,340
-6,413
| -66% | -$993K | 0.04% | 225 |
|
|
2025
Q2 | $1.4M | Buy |
+9,753
| New | +$1.37M | 0.11% | 122 |
|
|
2024
Q4 | $1.27M | Sell |
8,118
-485
| -6% | -$74.2K | 0.1% | 131 |
|
|
2024
Q3 | $1.27M | Sell |
8,603
-108
| -1% | -$16.1K | 0.12% | 129 |
|
|
2024
Q2 | $1.36M | Buy |
8,711
+1,929
| +28% | +$308K | 0.14% | 115 |
|
|
2024
Q1 | $1.07M | Buy |
6,782
+898
| +15% | +$136K | 0.12% | 128 |
|
|
2023
Q4 | $878K | Sell |
5,884
-1,447
| -20% | -$219K | 0.11% | 136 |
|
|
2023
Q3 | $1.24M | Sell |
7,331
-1,223
| -14% | -$198K | 0.16% | 141 |
|
|
2023
Q2 | $1.35M | Buy |
8,554
+1,510
| +21% | +$242K | 0.17% | 137 |
|
|
2023
Q1 | $1.15M | Buy |
7,044
+2,506
| +55% | +$420K | 0.18% | 124 |
|
|
2022
Q4 | $815K | Buy |
4,538
+555
| +14% | +$96.8K | 0.15% | 136 |
|
|
2022
Q3 | $572K | Buy |
3,983
+1,585
| +66% | +$242K | 0.12% | 165 |
|
|
2022
Q2 | $347K | Sell |
2,398
-346
| -13% | -$57.2K | 0.07% | 183 |
|
|
2022
Q1 | $447K | Sell |
2,744
-610
| -18% | -$87.5K | 0.09% | 184 |
|
|
2021
Q4 | $394K | Buy |
3,354
+648
| +24% | +$73.6K | 0.07% | 217 |
|
|
2021
Q3 | $274K | Buy |
+2,706
| New | +$270K | 0.08% | 206 |
|
|
2020
Q3 | – | Sell |
-2,917
| Closed | -$260K | – | 154 |
|
|
2020
Q2 | $260K | Sell |
2,917
-9,243
| -76% | -$828K | 0.13% | 117 |
|
|
2020
Q1 | $1.47M | Hold |
12,160
| – | – | 0.76% | 34 |
|
|
2019
Q4 | $1.47M | Sell |
12,160
-2,868
| -19% | -$338K | 0.76% | 34 |
|
|
2019
Q3 | $312K | Buy |
15,028
+478
| +3% | +$58.1K | 1.6% | 10 |
|
|
2019
Q2 | $1.81M | Sell |
14,550
-390
| -3% | -$47.2K | 0.87% | 24 |
|
|
2019
Q1 | $1.86M | Buy |
14,940
+3,010
| +25% | +$356K | 0.86% | 25 |
|
|
2018
Q4 | $1.36M | Buy |
11,930
+551
| +5% | +$63.8K | 0.69% | 34 |
|
|
2018
Q3 | $1.39M | Buy |
11,379
+1,544
| +16% | +$187K | 0.74% | 38 |
|
|
2018
Q2 | $1.24M | Buy |
9,835
+337
| +4% | +$41.8K | 0.72% | 33 |
|
|
2018
Q1 | $1.08M | Buy |
9,498
+7,670
| +420% | +$917K | 0.56% | 55 |
|
|
2017
Q4 | $215K | Buy |
+1,828
| New | +$217K | 0.12% | 140 |
|
Other funds holding CVX
Strategic Wealth Partners's CVX Position: Q2 2026 in Review
Strategic Wealth Partners increased its Chevron (CVX) stake by 0.09% in Q2 2026, buying an estimated $931 and bringing the position to 5,270 shares worth $874K. The position accounts for 0.05% of the portfolio, ranked #161.
Strategic Wealth Partners first reported a position in CVX in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.86M in Q1 2019. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Strategic Wealth Partners held 5,270 shares of Chevron worth $874K as of Q2 2026.
- Strategic Wealth Partners bought 5 Chevron shares in Q2 2026, an estimated $931.
- Chevron made up 0.05% of Strategic Wealth Partners's portfolio in Q2 2026, its #161 holding.
- Strategic Wealth Partners first reported a position in Chevron in Q4 2017 and has held it in 30 quarters since.
- Strategic Wealth Partners's Chevron position peaked at $1.86M in Q1 2019.
- 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.