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Aaron Wealth Advisors’s Chevron CVX Stock Holding History

Aaron Wealth 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 		$4.04M Sell
19,802
-342
-2% -$67.3K 0.2% 60
2026
Q2 		$3.34M Buy
20,144
+1,333
+7% +$248K 0.17% 77
2026
Q1 		$3.89M Sell
18,811
-1,292
-6% -$236K 0.22% 53
2025
Q4 		$3.06M Buy
20,103
+3,066
+18% +$467K 0.17% 80
2025
Q3 		$2.65M Buy
17,037
+9,782
+135% +$1.51M 0.16% 76
2025
Q2 		$1.04M Sell
7,255
-1,968
-21% -$277K 0.11% 129
2025
Q1 		$1.54M Buy
9,223
+363
+4% +$56.8K 0.18% 79
2024
Q4 		$1.28M Buy
8,860
+1,609
+22% +$246K 0.15% 88
2024
Q3 		$1.07M Buy
7,251
+528
+8% +$78.6K 0.13% 113
2024
Q2 		$1.05M Buy
6,723
+117
+2% +$18.7K 0.15% 95
2024
Q1 		$1.04M Buy
6,606
+2,285
+53% +$345K 0.15% 90
2023
Q4 		$644K Sell
4,321
-415
-9% -$62.8K 0.11% 116
2023
Q3 		$799K Buy
4,736
+437
+10% +$70.6K 0.1% 105
2023
Q2 		$676K Sell
4,299
-14
-0.3% -$2.25K 0.09% 130
2023
Q1 		$704K Buy
4,313
+812
+23% +$136K 0.1% 121
2022
Q4 		$628K Buy
3,501
+1,938
+124% +$338K 0.09% 131
2022
Q3 		$225K Buy
+1,563
New +$238K 0.04% 190
2022
Q2 		– Sell
-764
Closed -$124K – 343
2022
Q1 		$124K Buy
+764
New +$110K 0.03% 240

Other funds holding CVX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

Aaron Wealth Advisors reduced its Chevron (CVX) stake by 1.7% in Q3 2026, selling an estimated $67.3K and leaving 19,802 shares worth $4.04M. The position accounts for 0.2% of the portfolio, ranked #60.

Aaron Wealth Advisors first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. 539 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Aaron Wealth Advisors held 19,802 shares of Chevron worth $4.04M as of Q3 2026.
  • Aaron Wealth Advisors sold 342 Chevron shares in Q3 2026, an estimated $67.3K.
  • Chevron made up 0.2% of Aaron Wealth Advisors's portfolio in Q3 2026, its #60 holding.
  • Aaron Wealth Advisors first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • 539 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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