Accurate Wealth Management
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Accurate Wealth Management’s Chevron CVX Stock Holding History

Accurate Wealth Management’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 		$6.13M Buy
28,140
+2,643
+10% +$520K 0.53% 33
2026
Q2 		$4.5M Buy
25,497
+506
+2% +$94.2K 0.43% 45
2026
Q1 		$4.71M Sell
24,991
-2,266
-8% -$413K 0.57% 29
2025
Q4 		$4.42M Buy
27,257
+244
+0.9% +$37.2K 0.56% 28
2025
Q3 		$4.12M Buy
27,013
+1,131
+4% +$175K 0.55% 29
2025
Q2 		$3.99M Buy
25,882
+1,193
+5% +$168K 0.61% 29
2025
Q1 		$3.35M Sell
24,689
-525
-2% -$82.2K 0.64% 33
2024
Q4 		$3.86M Buy
25,214
+1,454
+6% +$223K 0.74% 25
2024
Q3 		$3.51M Sell
23,760
-68
-0.3% -$10.1K 0.71% 31
2024
Q2 		$3.77M Buy
23,828
+1,325
+6% +$211K 0.9% 22
2024
Q1 		$3.6M Buy
22,503
+878
+4% +$132K 1.05% 22
2023
Q4 		$3.14M Buy
21,625
+521
+2% +$78.8K 0.98% 22
2023
Q3 		$3.54M Buy
21,104
+3,173
+18% +$513K 1.11% 22
2023
Q2 		$2.75M Buy
17,931
+2,249
+14% +$361K 0.86% 27
2023
Q1 		$2.64M Buy
15,682
+4,454
+40% +$747K 0.91% 18
2022
Q4 		$1.98M Buy
11,228
+1,634
+17% +$285K 0.73% 22
2022
Q3 		$1.53M Buy
9,594
+3,075
+47% +$469K 0.64% 39
2022
Q2 		$939K Buy
6,519
+337
+5% +$55.7K 0.51% 43
2022
Q1 		$1.01M Buy
6,182
+206
+3% +$29.5K 0.45% 54
2021
Q4 		$676K Buy
5,976
+267
+5% +$30.3K 0.55% 49
2021
Q3 		$606K Buy
5,709
+883
+18% +$88.1K 0.53% 51
2021
Q2 		$505K Buy
+4,826
New +$509K 0.44% 55

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Accurate Wealth Management's CVX Position: Q3 2026 in Review

Accurate Wealth Management increased its Chevron (CVX) stake by 10% in Q3 2026, buying an estimated $520K and bringing the position to 28,140 shares worth $6.13M. The position accounts for 0.53% of the portfolio, ranked #33.

Accurate Wealth Management first reported a position in CVX in Q2 2021 and has held it in 22 quarters since. 2,290 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Accurate Wealth Management held 28,140 shares of Chevron worth $6.13M as of Q3 2026.
  • Accurate Wealth Management bought 2,643 Chevron shares in Q3 2026, an estimated $520K.
  • Chevron made up 0.53% of Accurate Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Accurate Wealth Management first reported a position in Chevron in Q2 2021 and has held it in 22 quarters since.
  • 2,290 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.