Rothwell Investment Advisors, LLC’s Chevron CVX Stock Holding History

Rothwell Investment Advisors, 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	$251K	Buy	+1,228	New	+$242K	0.13%	149

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CVX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Chevron (CVX) in Q3 2026: 1,228 shares worth $251K. The stake represents 0.13% of the portfolio and ranks #149 among its holdings.

2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,228 shares of Chevron worth $251K as of Q3 2026.
Chevron was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Chevron made up 0.13% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #149 holding.
2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.