4Wealth Advisors’s Chevron CVX Stock Holding History

4Wealth Advisors’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	–	Sell	-1,746	Closed	-$294K	–	149
2026 Q2	$294K	Sell	1,746 -389	-18%	-$72.4K	0.23%	115
2026 Q1	$450K	Sell	2,135 -565	-21%	-$103K	0.38%	86
2025 Q4	$412K	Buy	2,700 +134	+5%	+$20.4K	0.35%	90
2025 Q3	$398K	Sell	2,566 -2,830	-52%	-$438K	0.36%	90
2025 Q2	$773K	Sell	5,396 -819	-13%	-$115K	0.78%	34
2025 Q1	$1.04M	Buy	6,215 +3,227	+108%	+$505K	1.13%	22
2024 Q4	$433K	Buy	+2,988	New	+$457K	0.43%	79

Other funds holding CVX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

4Wealth Advisors's CVX Position: Q3 2026 in Review

4Wealth Advisors sold out of Chevron (CVX) in Q3 2026, closing a stake of 1,746 shares — an estimated $294K sold.

4Wealth Advisors first reported a position in CVX in Q4 2024 and held it in 7 quarters. The position peaked at $1.04M in Q1 2025. 3,379 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

4Wealth Advisors reported no remaining Chevron position as of Q3 2026 after selling out during the quarter.
4Wealth Advisors sold 1,746 Chevron shares in Q3 2026, an estimated $294K.
4Wealth Advisors first reported a position in Chevron in Q4 2024 and held it in 7 quarters.
4Wealth Advisors's Chevron position peaked at $1.04M in Q1 2025.
3,379 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.