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WealthSpring Partners’s Chevron CVX Stock Holding History

WealthSpring 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 		$1.7M Buy
10,268
+70
+0.7% +$13K 1.46% 18
2026
Q1 		$2.11M Buy
10,198
+642
+7% +$117K 1.94% 15
2025
Q4 		$1.46M Buy
+9,556
New +$1.46M 1.49% 18
2023
Q3 		$2.45M Buy
14,506
+478
+3% +$77.2K 1.83% 12
2023
Q2 		$2.21M Buy
14,028
+50
+0.4% +$8.02K 1.6% 13
2023
Q1 		$2.28M Sell
13,978
-6
-0% -$1.01K 1.76% 13
2022
Q4 		$2.51M Sell
13,984
-432
-3% -$75.4K 1.96% 13
2022
Q3 		$2.07M Buy
+14,416
New +$2.2M 1.83% 13

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

WealthSpring Partners's CVX Position: Q2 2026 in Review

WealthSpring Partners increased its Chevron (CVX) stake by 0.69% in Q2 2026, buying an estimated $13K and bringing the position to 10,268 shares worth $1.7M. The position accounts for 1.46% of the portfolio, ranked #18.

WealthSpring Partners first reported a position in CVX in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.51M in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • WealthSpring Partners held 10,268 shares of Chevron worth $1.7M as of Q2 2026.
  • WealthSpring Partners bought 70 Chevron shares in Q2 2026, an estimated $13K.
  • Chevron made up 1.46% of WealthSpring Partners's portfolio in Q2 2026, its #18 holding.
  • WealthSpring Partners first reported a position in Chevron in Q3 2022 and has held it in 8 quarters since.
  • WealthSpring Partners's Chevron position peaked at $2.51M in Q4 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.