Wealthcare Capital Partners’s Chevron CVX Stock Holding History

Wealthcare Capital 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	$540K	Sell	3,255 -176	-5%	-$32.8K	0.22%	94
2026 Q1	$710K	Sell	3,431 -374	-10%	-$68.2K	0.33%	59
2025 Q4	$580K	Sell	3,805 -54	-1%	-$8.22K	0.27%	71
2025 Q3	$599K	Buy	3,859 +162	+4%	+$25.1K	0.28%	66
2025 Q2	$529K	Sell	3,697 -10	-0.3%	-$1.41K	0.27%	67
2025 Q1	$620K	Buy	3,707 +17	+0.5%	+$2.66K	0.32%	52
2024 Q4	$534K	Buy	+3,690	New	+$565K	0.28%	54

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealthcare Capital Partners's CVX Position: Q2 2026 in Review

Wealthcare Capital Partners reduced its Chevron (CVX) stake by 5.1% in Q2 2026, selling an estimated $32.8K and leaving 3,255 shares worth $540K. The position accounts for 0.22% of the portfolio, ranked #94.

Wealthcare Capital Partners first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $710K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Wealthcare Capital Partners held 3,255 shares of Chevron worth $540K as of Q2 2026.
Wealthcare Capital Partners sold 176 Chevron shares in Q2 2026, an estimated $32.8K.
Chevron made up 0.22% of Wealthcare Capital Partners's portfolio in Q2 2026, its #94 holding.
Wealthcare Capital Partners first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Chevron position peaked at $710K in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.