Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.42M Buy
+14,607
New +$2.72M 0.52% 65
2024
Q3
Sell
-521
Closed -$81.6K 147
2024
Q2
$81.6K Buy
+521
New +$83.1K 0.02% 138
2022
Q2
Sell
-370
Closed -$60K 81
2022
Q1
$60K Buy
+370
New +$53.1K 0.04% 81
2018
Q2
Sell
-134
Closed -$15K 149
2018
Q1
$15K Sell
134
-55
-29% -$6.58K 0.01% 233
2017
Q4
$24K Buy
+189
New +$22.4K 0.02% 208

Other funds holding CVX

SWS Partners's CVX Position: Q2 2026 in Review

SWS Partners opened a new position in Chevron (CVX) in Q2 2026: 14,607 shares worth $2.42M. The stake represents 0.52% of the portfolio and ranks #65 among its holdings. This is a return to the name: SWS Partners previously reported a position in CVX as recently as Q2 2024.

SWS Partners first reported a position in CVX in Q4 2017 and has held it in 5 quarters since. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • SWS Partners held 14,607 shares of Chevron worth $2.42M as of Q2 2026.
  • Chevron was a new SWS Partners position in Q2 2026.
  • Chevron made up 0.52% of SWS Partners's portfolio in Q2 2026, its #65 holding.
  • SWS Partners first reported a position in Chevron in Q4 2017 and has held it in 5 quarters since.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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