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Verum Partners’s Chevron CVX Stock Holding History

Verum 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 		$949K Buy
5,723
+1,692
+42% +$315K 0.14% 82
2026
Q1 		$834K Buy
4,031
+277
+7% +$50.5K 0.16% 79
2025
Q4 		$572K Sell
3,754
-40
-1% -$6.09K 0.12% 88
2025
Q3 		$589K Buy
3,794
+298
+9% +$46.2K 0.13% 90
2025
Q2 		$501K Buy
3,496
+551
+19% +$77.7K 0.12% 98
2025
Q1 		$493K Buy
2,945
+222
+8% +$34.8K 0.13% 88
2024
Q4 		$394K Buy
2,723
+362
+15% +$55.4K 0.11% 104
2024
Q3 		$348K Sell
2,361
-78
-3% -$11.6K 0.1% 114
2024
Q2 		$381K Buy
2,439
+203
+9% +$32.4K 0.12% 101
2024
Q1 		$353K Buy
2,236
+65
+3% +$9.81K 0.13% 104
2023
Q4 		$324K Sell
2,171
-179
-8% -$27.1K 0.13% 102
2023
Q3 		$396K Buy
+2,350
New +$380K 0.18% 83

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Verum Partners's CVX Position: Q2 2026 in Review

Verum Partners increased its Chevron (CVX) stake by 42% in Q2 2026, buying an estimated $315K and bringing the position to 5,723 shares worth $949K. The position accounts for 0.14% of the portfolio, ranked #82.

Verum Partners first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. 1,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Verum Partners held 5,723 shares of Chevron worth $949K as of Q2 2026.
  • Verum Partners bought 1,692 Chevron shares in Q2 2026, an estimated $315K.
  • Chevron made up 0.14% of Verum Partners's portfolio in Q2 2026, its #82 holding.
  • Verum Partners first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.