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

Act 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 		$821K Sell
4,022
-111
-3% -$21.9K 0.24% 25
2026
Q2 		$685K Buy
4,133
+12
+0.3% +$2.23K 0.2% 29
2026
Q1 		$853K Sell
4,121
-107
-3% -$19.5K 0.29% 23
2025
Q4 		$644K Sell
4,228
-36
-0.8% -$5.48K 0.21% 29
2025
Q3 		$662K Sell
4,264
-447
-9% -$69.2K 0.23% 26
2025
Q2 		$675K Sell
4,711
-86
-2% -$12.1K 0.29% 24
2025
Q1 		$802K Buy
4,797
+329
+7% +$51.5K 0.36% 21
2024
Q4 		$647K Sell
4,468
-34
-0.8% -$5.2K 0.3% 23
2024
Q3 		$663K Buy
4,502
+32
+0.7% +$4.76K 0.29% 20
2024
Q2 		$699K Buy
4,470
+171
+4% +$27.3K 0.34% 20
2024
Q1 		$678K Sell
4,299
-1
-0% -$151 0.34% 19
2023
Q4 		$641K Buy
4,300
+70
+2% +$10.6K 0.35% 19
2023
Q3 		$713K Buy
4,230
+38
+0.9% +$6.14K 0.48% 15
2023
Q2 		$660K Buy
4,192
+10
+0.2% +$1.6K 0.37% 16
2023
Q1 		$682K Sell
4,182
-97
-2% -$16.3K 0.41% 15
2022
Q4 		$768K Sell
4,279
-466
-10% -$81.3K 0.49% 14
2022
Q3 		$682K Buy
4,745
+54
+1% +$8.24K 0.49% 15
2022
Q2 		$679K Sell
4,691
-90
-2% -$14.9K 0.44% 15
2022
Q1 		$778K Buy
4,781
+140
+3% +$20.1K 0.44% 15
2021
Q4 		$545K Buy
4,641
+67
+1% +$7.61K 0.31% 15
2021
Q3 		$479K Hold
4,574
– – 0.3% 17
2021
Q2 		$479K Buy
4,574
+3
+0.1% +$317 0.3% 17
2021
Q1 		$479K Buy
4,571
+260
+6% +$25.4K 0.31% 17
2020
Q4 		$364K Buy
+4,311
New +$349K 0.23% 18

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
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

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

Act Wealth Management reduced its Chevron (CVX) stake by 2.7% in Q3 2026, selling an estimated $21.9K and leaving 4,022 shares worth $821K. The position accounts for 0.24% of the portfolio, ranked #25.

Act Wealth Management first reported a position in CVX in Q4 2020 and has held it in 24 quarters since. The position peaked at $853K in Q1 2026. 1,195 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Act Wealth Management held 4,022 shares of Chevron worth $821K as of Q3 2026.
  • Act Wealth Management sold 111 Chevron shares in Q3 2026, an estimated $21.9K.
  • Chevron made up 0.24% of Act Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Act Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 24 quarters since.
  • Act Wealth Management's Chevron position peaked at $853K in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.