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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
Q2 		$453K Buy
2,731
+43
+2% +$8K 0.09% 29
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Triune Financial Partners's CVX Position: Q2 2026 in Review

Triune Financial Partners increased its Chevron (CVX) stake by 1.6% in Q2 2026, buying an estimated $8K and bringing the position to 2,731 shares worth $453K. The position accounts for 0.09% of the portfolio, ranked #29.

Triune Financial Partners first reported a position in CVX in Q2 2021 and has held it in 20 quarters since. The position peaked at $556K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Triune Financial Partners held 2,731 shares of Chevron worth $453K as of Q2 2026.
  • Triune Financial Partners bought 43 Chevron shares in Q2 2026, an estimated $8K.
  • Chevron made up 0.09% of Triune Financial Partners's portfolio in Q2 2026, its #29 holding.
  • Triune Financial Partners first reported a position in Chevron in Q2 2021 and has held it in 20 quarters since.
  • Triune Financial Partners's Chevron position peaked at $556K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.