STACKSTONE WEALTH, LLC’s Chevron CVX Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$17M	Buy	+83,267	New	+$16.4M	1.68%	9

Other funds holding CVX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

STACKSTONE WEALTH, LLC's CVX Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Chevron (CVX) in Q3 2026: 83,267 shares worth $17M. The stake represents 1.68% of the portfolio and ranks #9 among its holdings.

915 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

STACKSTONE WEALTH, LLC held 83,267 shares of Chevron worth $17M as of Q3 2026.
Chevron was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Chevron made up 1.68% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #9 holding.
915 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.