Ables Iannone Moore & Associates’s Chevron CVX Stock Holding History

Ables Iannone Moore & Associates’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	$1.53M	Buy	7,483 +3	+0%	+$591	0.79%	27
2026 Q2	$1.24M	Sell	7,480 -165	-2%	-$30.7K	0.66%	30
2026 Q1	$1.58M	Sell	7,645 -370	-5%	-$67.5K	0.94%	22
2025 Q4	$1.22M	Sell	8,015 -42	-0.5%	-$6.4K	0.67%	28
2025 Q3	$1.25M	Sell	8,057 -30	-0.4%	-$4.65K	0.72%	25
2025 Q2	$1.16M	Buy	8,087 +38	+0.5%	+$5.36K	0.72%	27
2025 Q1	$1.35M	Sell	8,049 -14	-0.2%	-$2.19K	0.92%	23
2024 Q4	$1.17M	Sell	8,063 -10	-0.1%	-$1.53K	0.72%	27
2024 Q3	$1.19M	Buy	8,073 +287	+4%	+$42.7K	0.77%	26
2024 Q2	$1.22M	Buy	7,786 +26	+0.3%	+$4.15K	0.81%	25
2024 Q1	$1.22M	Buy	7,760 +244	+3%	+$36.8K	0.87%	27
2023 Q4	$1.12M	Buy	+7,516	New	+$1.14M	0.86%	25

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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Ables Iannone Moore & Associates's CVX Position: Q3 2026 in Review

Ables Iannone Moore & Associates increased its Chevron (CVX) stake by 0.04% in Q3 2026, buying an estimated $591 and bringing the position to 7,483 shares worth $1.53M. The position accounts for 0.79% of the portfolio, ranked #27.

Ables Iannone Moore & Associates first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q1 2026. 2,824 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Ables Iannone Moore & Associates held 7,483 shares of Chevron worth $1.53M as of Q3 2026.
Ables Iannone Moore & Associates bought 3 Chevron shares in Q3 2026, an estimated $591.
Chevron made up 0.79% of Ables Iannone Moore & Associates's portfolio in Q3 2026, its #27 holding.
Ables Iannone Moore & Associates first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
Ables Iannone Moore & Associates's Chevron position peaked at $1.58M in Q1 2026.
2,824 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q3 2026, filed 6 Oct 2026.