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Triune Financial Partners’s Chevron CVX Stock Holding History

Triune Financial 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
Q1 		$556K Buy
2,688
+24
+0.9% +$4.38K 0.13% 23
2025
Q4 		$471K Sell
2,664
-35
-1% -$5.33K 0.11% 27
2025
Q3 		$419K Buy
2,699
+104
+4% +$16.1K 0.11% 26
2025
Q2 		$372K Buy
2,595
+44
+2% +$6.2K 0.1% 26
2025
Q1 		$427K Buy
2,551
+126
+5% +$19.7K 0.14% 23
2024
Q4 		$351K Buy
2,425
+24
+1% +$3.67K 0.11% 24
2024
Q3 		$354K Buy
2,401
+26
+1% +$3.87K 0.11% 22
2024
Q2 		$372K Sell
2,375
-106
-4% -$16.9K 0.13% 20
2024
Q1 		$391K Sell
2,481
-26
-1% -$3.92K 0.14% 21
2023
Q4 		$374K Buy
2,507
+78
+3% +$11.8K 0.14% 21
2023
Q3 		$410K Buy
2,429
+18
+0.7% +$2.91K 0.17% 19
2023
Q2 		$379K Buy
2,411
+165
+7% +$26.5K 0.15% 20
2023
Q1 		$366K Buy
2,246
+21
+0.9% +$3.52K 0.16% 17
2022
Q4 		$399K Buy
2,225
+8
+0.4% +$1.4K 0.19% 17
2022
Q3 		$319K Buy
2,217
+20
+0.9% +$3.05K 0.18% 13
2022
Q2 		$318K Buy
2,197
+27
+1% +$4.46K 0.17% 14
2022
Q1 		$353K Buy
2,170
+18
+0.8% +$2.58K 0.19% 13
2021
Q4 		$253K Buy
+2,152
New +$244K 0.13% 21
2021
Q2 		$220K Buy
+2,099
New +$222K 0.18% 20

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Triune Financial Partners's CVX Position: Q1 2026 in Review

Triune Financial Partners increased its Chevron (CVX) stake by 0.9% in Q1 2026, buying an estimated $4.38K and bringing the position to 2,688 shares worth $556K. The position accounts for 0.13% of the portfolio, ranked #23.

Triune Financial Partners first reported a position in CVX in Q2 2021 and has held it in 19 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Triune Financial Partners held 2,688 shares of Chevron worth $556K as of Q1 2026.
  • Triune Financial Partners bought 24 Chevron shares in Q1 2026, an estimated $4.38K.
  • Chevron made up 0.13% of Triune Financial Partners's portfolio in Q1 2026, its #23 holding.
  • Triune Financial Partners first reported a position in Chevron in Q2 2021 and has held it in 19 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.