ABLE Financial Group
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ABLE Financial Group’s Chevron CVX Stock Holding History

ABLE Financial Group’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 		$2.05M Buy
10,025
+384
+4% +$75.6K 0.32% 67
2026
Q2 		$1.6M Buy
9,641
+3,057
+46% +$569K 0.27% 77
2026
Q1 		$1.36M Sell
6,584
-360
-5% -$65.6K 0.27% 71
2025
Q4 		$1.06M Sell
6,944
-1
-0% -$152 0.22% 79
2025
Q3 		$1.08M Buy
6,945
+172
+3% +$26.6K 0.23% 76
2025
Q2 		$970K Buy
6,773
+185
+3% +$26.1K 0.23% 80
2025
Q1 		$1.1M Sell
6,588
-250
-4% -$39.1K 0.31% 61
2024
Q4 		$990K Sell
6,838
-351
-5% -$53.7K 0.29% 64
2024
Q3 		$1.06M Sell
7,189
-297
-4% -$44.2K 0.33% 54
2024
Q2 		$1.17M Sell
7,486
-18
-0.2% -$2.87K 0.42% 46
2024
Q1 		$1.18M Sell
7,504
-90
-1% -$13.6K 0.46% 44
2023
Q4 		$1.13M Sell
7,594
-62
-0.8% -$9.38K 0.49% 42
2023
Q3 		$1.29M Sell
7,656
-598
-7% -$96.6K 0.65% 26
2023
Q2 		$1.3M Buy
8,254
+625
+8% +$100K 0.67% 32
2023
Q1 		$1.24M Buy
+7,629
New +$1.28M 0.81% 31

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

ABLE Financial Group's CVX Position: Q3 2026 in Review

ABLE Financial Group increased its Chevron (CVX) stake by 4% in Q3 2026, buying an estimated $75.6K and bringing the position to 10,025 shares worth $2.05M. The position accounts for 0.32% of the portfolio, ranked #67.

ABLE Financial Group first reported a position in CVX in Q1 2023 and has held it in 15 quarters since. 915 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • ABLE Financial Group held 10,025 shares of Chevron worth $2.05M as of Q3 2026.
  • ABLE Financial Group bought 384 Chevron shares in Q3 2026, an estimated $75.6K.
  • Chevron made up 0.32% of ABLE Financial Group's portfolio in Q3 2026, its #67 holding.
  • ABLE Financial Group first reported a position in Chevron in Q1 2023 and has held it in 15 quarters since.
  • 915 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.