Acima Private Wealth’s Chevron CVX Stock Holding History

Acima Private Wealth’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	$311K	Hold	1,521	–	–	0.09%	96
2026 Q2	$252K	Hold	1,521	–	–	0.07%	106
2026 Q1	$315K	Sell	1,521 -667	-30%	-$122K	0.1%	102
2025 Q4	$333K	Sell	2,188 -333	-13%	-$50.7K	0.1%	98
2025 Q3	$391K	Buy	2,521 +100	+4%	+$15.5K	0.12%	91
2025 Q2	$347K	Hold	2,421	–	–	0.12%	94
2025 Q1	$405K	Hold	2,421	–	–	0.15%	83
2024 Q4	$351K	Hold	2,421	–	–	0.12%	98
2024 Q3	$357K	Hold	2,421	–	–	0.12%	96
2024 Q2	$379K	Hold	2,421	–	–	0.14%	86
2024 Q1	$382K	Sell	2,421 -89	-4%	-$13.4K	0.14%	92
2023 Q4	$374K	Hold	2,510	–	–	0.15%	94
2023 Q3	$423K	Sell	2,510 -115	-4%	-$18.6K	0.19%	90
2023 Q2	$413K	Hold	2,625	–	–	0.2%	89
2023 Q1	$428K	Buy	2,625 +89	+4%	+$14.9K	0.21%	87
2022 Q4	$455K	Hold	2,536	–	–	0.23%	81
2022 Q3	$364K	Hold	2,536	–	–	0.19%	88
2022 Q2	$367K	Hold	2,536	–	–	0.18%	91
2022 Q1	$413K	Hold	2,536	–	–	0.19%	96
2021 Q4	$298K	Hold	2,536	–	–	0.13%	111
2021 Q3	$257K	Hold	2,536	–	–	0.12%	113
2021 Q2	$266K	Hold	2,536	–	–	0.12%	112
2021 Q1	$266K	Hold	2,536	–	–	0.13%	112
2020 Q4	$214K	Hold	2,536	–	–	0.11%	118
2020 Q3	$183K	Hold	2,536	–	–	0.11%	117
2020 Q2	$226K	Sell	2,536 -2,871	-53%	-$257K	0.15%	112
2020 Q1	$392K	Hold	5,407	–	–	0.3%	77
2019 Q4	$652K	Hold	5,407	–	–	0.45%	58
2019 Q3	$641K	Buy	5,407 +115	+2%	+$14K	0.49%	51
2019 Q2	$659K	Hold	5,292	–	–	0.52%	48
2019 Q1	$652K	Hold	5,292	–	–	0.56%	44
2018 Q4	$576K	Buy	+5,292	New	+$613K	0.56%	45

Other funds holding CVX

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Acima Private Wealth's CVX Position: Q3 2026 in Review

Acima Private Wealth held its Chevron (CVX) position steady in Q3 2026 at 1,521 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #96.

Acima Private Wealth first reported a position in CVX in Q4 2018 and has held it in 32 quarters since. The position peaked at $659K in Q2 2019. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Acima Private Wealth held 1,521 shares of Chevron worth $311K as of Q3 2026.
Acima Private Wealth left its Chevron share count unchanged in Q3 2026.
Chevron made up 0.09% of Acima Private Wealth's portfolio in Q3 2026, its #96 holding.
Acima Private Wealth first reported a position in Chevron in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's Chevron position peaked at $659K in Q2 2019.
244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.