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Triad Wealth Partners’s Chevron CVX Stock Holding History

Triad 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 		$5.29M Buy
27,379
+858
+3% +$160K 0.31% 59
2026
Q1 		$5.49M Buy
26,521
+1,080
+4% +$197K 0.43% 52
2025
Q4 		$3.88M Buy
25,441
+1,066
+4% +$162K 0.37% 64
2025
Q3 		$3.79M Buy
24,375
+19,327
+383% +$2.99M 0.49% 48
2025
Q2 		$723K Buy
5,048
+770
+18% +$109K 0.15% 107
2025
Q1 		$716K Buy
4,278
+376
+10% +$58.9K 0.22% 78
2024
Q4 		$565K Buy
+3,902
New +$597K 0.2% 80
2024
Q3 		– Sell
-2,787
Closed -$436K – 238
2024
Q2 		$436K Buy
2,787
+479
+21% +$76.4K 0.23% 43
2024
Q1 		$364K Buy
+2,308
New +$348K 0.28% 34

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

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

Triad Wealth Partners increased its Chevron (CVX) stake by 3.2% in Q2 2026, buying an estimated $160K and bringing the position to 27,379 shares worth $5.29M. The position accounts for 0.31% of the portfolio, ranked #59.

Triad Wealth Partners first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.49M in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Triad Wealth Partners held 27,379 shares of Chevron worth $5.29M as of Q2 2026.
  • Triad Wealth Partners bought 858 Chevron shares in Q2 2026, an estimated $160K.
  • Chevron made up 0.31% of Triad Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Triad Wealth Partners first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's Chevron position peaked at $5.49M in Q1 2026.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.