TIP
CVX icon

Tandem Investment Partners’s Chevron CVX Stock Holding History

Tandem Investment 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 		$277K Hold
1,669
– – 0.21% 69
2026
Q1 		$345K Sell
1,669
-30
-2% -$5.47K 0.29% 62
2025
Q4 		$259K Sell
1,699
-290
-15% -$44.2K 0.22% 67
2025
Q3 		$309K Sell
1,989
-10
-0.5% -$1.55K 0.25% 62
2025
Q2 		$286K Buy
1,999
+290
+17% +$40.9K 0.25% 61
2025
Q1 		$286K Hold
1,709
– – 0.28% 59
2024
Q4 		$248K Buy
+1,709
New +$262K 0.24% 57

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Tandem Investment Partners's CVX Position: Q2 2026 in Review

Tandem Investment Partners held its Chevron (CVX) position steady in Q2 2026 at 1,669 shares worth $277K. The position accounts for 0.21% of the portfolio, ranked #69.

Tandem Investment Partners first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Tandem Investment Partners held 1,669 shares of Chevron worth $277K as of Q2 2026.
  • Tandem Investment Partners left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.21% of Tandem Investment Partners's portfolio in Q2 2026, its #69 holding.
  • Tandem Investment Partners first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Tandem Investment Partners's Chevron position peaked at $345K in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.