Accretive Wealth Partners
CVX icon

Accretive Wealth Partners’s Chevron CVX Stock Holding History

Accretive Wealth Partners’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 		$2.35M Buy
11,488
+234
+2% +$46.1K 0.5% 45
2026
Q2 		$1.87M Buy
11,254
+529
+5% +$98.5K 0.45% 54
2026
Q1 		$2.22M Buy
10,725
+430
+4% +$78.4K 0.62% 44
2025
Q4 		$1.57M Buy
10,295
+262
+3% +$39.9K 0.47% 66
2025
Q3 		$1.56M Buy
10,033
+140
+1% +$21.7K 0.48% 65
2025
Q2 		$1.42M Sell
9,893
-72
-0.7% -$10.2K 0.46% 68
2025
Q1 		$1.35M Buy
9,965
+1,303
+15% +$204K 0.48% 66
2024
Q4 		$1.25M Sell
8,662
-307
-3% -$47K 0.53% 63
2024
Q3 		$1.32M Sell
8,969
-202
-2% -$30.1K 0.55% 63
2024
Q2 		$1.43M Buy
9,171
+475
+5% +$75.7K 0.6% 57
2024
Q1 		$1.39M Buy
8,696
+7,347
+545% +$1.11M 0.62% 53
2023
Q4 		$201K Hold
1,349
– – 0.1% 127
2023
Q3 		$227K Hold
1,349
– – 0.14% 113
2023
Q2 		$212K Buy
1,349
+17
+1% +$2.72K 0.13% 110
2023
Q1 		$217K Buy
+1,332
New +$223K 0.14% 109

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Accretive Wealth Partners's CVX Position: Q3 2026 in Review

Accretive Wealth Partners increased its Chevron (CVX) stake by 2.1% in Q3 2026, buying an estimated $46.1K and bringing the position to 11,488 shares worth $2.35M. The position accounts for 0.5% of the portfolio, ranked #45.

Accretive Wealth Partners first reported a position in CVX in Q1 2023 and has held it in 15 quarters since. 3,509 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Accretive Wealth Partners held 11,488 shares of Chevron worth $2.35M as of Q3 2026.
  • Accretive Wealth Partners bought 234 Chevron shares in Q3 2026, an estimated $46.1K.
  • Chevron made up 0.5% of Accretive Wealth Partners's portfolio in Q3 2026, its #45 holding.
  • Accretive Wealth Partners first reported a position in Chevron in Q1 2023 and has held it in 15 quarters since.
  • 3,509 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.