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Tower Wealth Partners’s Chevron CVX Stock Holding History

Tower Wealth 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 		$690K Buy
4,162
+255
+7% +$47.5K 0.34% 35
2026
Q1 		$808K Buy
3,907
+624
+19% +$114K 0.45% 25
2025
Q4 		$500K Buy
3,283
+31
+1% +$4.72K 0.28% 43
2025
Q3 		$505K Buy
3,252
+300
+10% +$46.5K 0.28% 40
2025
Q2 		$423K Sell
2,952
-212
-7% -$29.9K 0.25% 46
2025
Q1 		$529K Buy
3,164
+94
+3% +$14.7K 0.28% 35
2024
Q4 		$445K Buy
3,070
+18
+0.6% +$2.75K 0.23% 39
2024
Q3 		$449K Buy
3,052
+109
+4% +$16.2K 0.26% 36
2024
Q2 		$460K Sell
2,943
-784
-21% -$125K 0.28% 33
2024
Q1 		$588K Buy
3,727
+126
+3% +$19K 0.38% 29
2023
Q4 		$537K Buy
3,601
+12
+0.3% +$1.81K 0.38% 30
2023
Q3 		$605K Buy
3,589
+26
+0.7% +$4.2K 0.5% 25
2023
Q2 		$561K Buy
3,563
+14
+0.4% +$2.25K 0.45% 29
2023
Q1 		$579K Buy
3,549
+25
+0.7% +$4.19K 0.48% 24
2022
Q4 		$633K Sell
3,524
-48
-1% -$8.38K 0.55% 24
2022
Q3 		$646K Buy
3,572
+17
+0.5% +$2.59K 0.61% 22
2022
Q2 		$515K Buy
3,555
+276
+8% +$45.6K 0.68% 24
2022
Q1 		$534K Sell
3,279
-961
-23% -$138K 0.58% 24
2021
Q4 		$498K Sell
4,240
-15
-0.4% -$1.7K 0.5% 25
2021
Q3 		$432K Buy
4,255
+150
+4% +$15K 0.46% 29
2021
Q2 		$430K Sell
4,105
-10
-0.2% -$1.06K 0.47% 30
2021
Q1 		$431K Buy
4,115
+320
+8% +$31.2K 0.56% 31
2020
Q4 		$320K Buy
+3,795
New +$307K 0.37% 30

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tower Wealth Partners's CVX Position: Q2 2026 in Review

Tower Wealth Partners increased its Chevron (CVX) stake by 6.5% in Q2 2026, buying an estimated $47.5K and bringing the position to 4,162 shares worth $690K. The position accounts for 0.34% of the portfolio, ranked #35.

Tower Wealth Partners first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $808K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Tower Wealth Partners held 4,162 shares of Chevron worth $690K as of Q2 2026.
  • Tower Wealth Partners bought 255 Chevron shares in Q2 2026, an estimated $47.5K.
  • Chevron made up 0.34% of Tower Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • Tower Wealth Partners first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Tower Wealth Partners's Chevron position peaked at $808K in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.