Symmetry 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 | $916K | Buy |
5,525
+1,400
| +34% | +$261K | 0.05% | 90 |
|
|
2026
Q1 | $853K | Buy |
4,125
+814
| +25% | +$148K | 0.05% | 84 |
|
|
2025
Q4 | $505K | Sell |
3,311
-86
| -3% | -$13.1K | 0.03% | 100 |
|
|
2025
Q3 | $528K | Buy |
+3,397
| New | +$526K | 0.06% | 88 |
|
|
2025
Q2 | – | Sell |
-1,334
| Closed | -$223K | – | 150 |
|
|
2025
Q1 | $223K | Sell |
1,334
-437
| -25% | -$68.4K | 0.03% | 124 |
|
|
2024
Q4 | $256K | Buy |
1,771
+109
| +7% | +$16.7K | 0.04% | 111 |
|
|
2024
Q3 | $245K | Sell |
1,662
-10,822
| -87% | -$1.61M | 0.06% | 76 |
|
|
2024
Q2 | $1.95M | Sell |
12,484
-1,541
| -11% | -$246K | 0.1% | 85 |
|
|
2024
Q1 | $2.21M | Sell |
14,025
-2,226
| -14% | -$336K | 0.17% | 83 |
|
|
2023
Q4 | $2.43M | Sell |
16,251
-25,846
| -61% | -$3.91M | 0.13% | 72 |
|
|
2023
Q3 | $7.1M | Sell |
42,097
-9,076
| -18% | -$1.47M | 0.38% | 53 |
|
|
2023
Q2 | $8.05M | Sell |
51,173
-5,415
| -10% | -$868K | 0.43% | 50 |
|
|
2023
Q1 | $9.23M | Buy |
56,588
+8,468
| +18% | +$1.42M | 0.51% | 44 |
|
|
2022
Q4 | $8.64M | Buy |
48,120
+128
| +0.3% | +$22.3K | 0.51% | 41 |
|
|
2022
Q3 | $6.89M | Buy |
47,992
+6,150
| +15% | +$938K | 0.46% | 42 |
|
|
2022
Q2 | $6.06M | Buy |
41,842
+2,533
| +6% | +$419K | 0.41% | 42 |
|
|
2022
Q1 | $6.4M | Buy |
39,309
+2,076
| +6% | +$298K | 0.4% | 40 |
|
|
2021
Q4 | $4.37M | Buy |
37,233
+22,960
| +161% | +$2.61M | 0.28% | 47 |
|
|
2021
Q3 | $1.51M | Hold |
14,273
| – | – | 0.1% | 135 |
|
|
2021
Q2 | $1.5M | Hold |
14,273
| – | – | 0.1% | 143 |
|
|
2021
Q1 | $1.5M | Sell |
14,273
-34
| -0.2% | -$3.32K | 0.11% | 131 |
|
|
2020
Q4 | $1.21M | Sell |
14,307
-403
| -3% | -$32.6K | 0.09% | 149 |
|
|
2020
Q3 | $1.06M | Buy |
+14,710
| New | +$1.24M | 0.09% | 153 |
|
|
2020
Q1 | – | Sell |
-11,173
| Closed | -$1.35M | – | 298 |
|
|
2019
Q4 | $1.35M | Sell |
11,173
-5,979
| -35% | -$704K | 0.28% | 49 |
|
|
2019
Q3 | $2.03M | Buy |
17,152
+8,141
| +90% | +$989K | 0.42% | 37 |
|
|
2019
Q2 | $1.12M | Sell |
9,011
-11,877
| -57% | -$1.44M | 0.23% | 63 |
|
|
2019
Q1 | $2.57M | Buy |
20,888
+9,324
| +81% | +$1.1M | 0.44% | 34 |
|
|
2018
Q4 | $1.26M | Buy |
+11,564
| New | +$1.34M | 0.32% | 48 |
|
Other funds holding CVX
Symmetry Partners's CVX Position: Q2 2026 in Review
Symmetry Partners increased its Chevron (CVX) stake by 34% in Q2 2026, buying an estimated $261K and bringing the position to 5,525 shares worth $916K. The position accounts for 0.05% of the portfolio, ranked #90.
Symmetry Partners first reported a position in CVX in Q4 2018 and has held it in 28 quarters since. The position peaked at $9.23M in Q1 2023. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Symmetry Partners held 5,525 shares of Chevron worth $916K as of Q2 2026.
- Symmetry Partners bought 1,400 Chevron shares in Q2 2026, an estimated $261K.
- Chevron made up 0.05% of Symmetry Partners's portfolio in Q2 2026, its #90 holding.
- Symmetry Partners first reported a position in Chevron in Q4 2018 and has held it in 28 quarters since.
- Symmetry Partners's Chevron position peaked at $9.23M in Q1 2023.
- 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.