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Wealth Management Partners’s Chevron CVX Stock Holding History

Wealth Management 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 		$2.24M Sell
13,504
-607
-4% -$113K 0.53% 43
2026
Q1 		$2.92M Sell
14,111
-534
-4% -$97.4K 0.83% 31
2025
Q4 		$2.23M Buy
14,645
+237
+2% +$36.1K 0.64% 36
2025
Q3 		$2.24M Sell
14,408
-194
-1% -$30K 0.71% 32
2025
Q2 		$2.15M Buy
14,602
+139
+1% +$19.6K 0.76% 32
2025
Q1 		$2.42M Buy
14,463
+1,061
+8% +$166K 1.12% 24
2024
Q4 		$1.94M Sell
13,402
-337
-2% -$51.6K 0.84% 27
2024
Q3 		$2.02M Sell
13,739
-308
-2% -$45.8K 0.94% 26
2024
Q2 		$2.2M Buy
14,047
+805
+6% +$128K 1.07% 25
2024
Q1 		$2.09M Buy
13,242
+210
+2% +$31.7K 1.06% 24
2023
Q4 		$1.94M Buy
13,032
+652
+5% +$98.6K 1.08% 25
2023
Q3 		$2.09M Buy
12,380
+423
+4% +$68.3K 1.3% 21
2023
Q2 		$1.88M Buy
11,957
+410
+4% +$65.7K 1.18% 20
2023
Q1 		$1.88M Buy
11,547
+547
+5% +$91.7K 1.32% 18
2022
Q4 		$2.02M Hold
11,000
– – 1.69% 16
2022
Q3 		$1.81M Hold
11,000
– – 1.59% 17
2022
Q2 		$1.55M Sell
11,000
-1,000
-8% -$165K 1.36% 19
2022
Q1 		$1.99M Hold
12,000
– – 1.42% 16
2021
Q4 		$1.37M Sell
12,000
-842
-7% -$95.6K 0.94% 24
2021
Q3 		$1.3M Sell
12,842
-385
-3% -$38.4K 0.97% 25
2021
Q2 		$1.39M Buy
13,227
+388
+3% +$41K 0.96% 26
2021
Q1 		$1.34M Sell
12,839
-235
-2% -$22.9K 1% 26
2020
Q4 		$1.17M Buy
+13,074
New +$1.06M 0.91% 25

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Wealth Management Partners reduced its Chevron (CVX) stake by 4.3% in Q2 2026, selling an estimated $113K and leaving 13,504 shares worth $2.24M. The position accounts for 0.53% of the portfolio, ranked #43.

Wealth Management Partners first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.92M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wealth Management Partners held 13,504 shares of Chevron worth $2.24M as of Q2 2026.
  • Wealth Management Partners sold 607 Chevron shares in Q2 2026, an estimated $113K.
  • Chevron made up 0.53% of Wealth Management Partners's portfolio in Q2 2026, its #43 holding.
  • Wealth Management Partners first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's Chevron position peaked at $2.92M in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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