Activest Wealth Management
CVX icon

Activest Wealth Management’s Chevron CVX Stock Holding History

Activest 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 		$88.4K Buy
433
+91
+27% +$17.9K 0.02% 193
2026
Q2 		$56.7K Sell
342
-3,188
-90% -$593K 0.01% 257
2026
Q1 		$730K Buy
3,530
+2,638
+296% +$481K 0.13% 70
2025
Q4 		$136K Sell
892
-1,832
-67% -$279K 0.03% 190
2025
Q3 		$423K Buy
2,724
+94
+4% +$14.6K 0.09% 85
2025
Q2 		$377K Buy
2,630
+58
+2% +$8.18K 0.09% 75
2025
Q1 		$430K Buy
2,572
+21
+0.8% +$3.29K 0.12% 70
2024
Q4 		$369K Buy
2,551
+74
+3% +$11.3K 0.1% 68
2024
Q3 		$365K Buy
2,477
+336
+16% +$50K 0.11% 63
2024
Q2 		$335K Buy
2,141
+2,000
+1,418% +$319K 0.11% 63
2024
Q1 		$22.2K Sell
141
-323
-70% -$48.7K 0.01% 168
2023
Q4 		$69.2K Buy
464
+411
+775% +$62.2K 0.04% 77
2023
Q3 		$8.88K Buy
53
+1
+2% +$162 0.01% 184
2023
Q2 		$4.58K Hold
52
– – ﹤0.01% 238
2023
Q1 		$8.42K Buy
+52
New +$8.72K 0.01% 170
2022
Q3 		– Sell
-51
Closed -$7K – 476
2022
Q2 		$7K Sell
51
-223
-81% -$36.9K ﹤0.01% 226
2022
Q1 		$45K Sell
274
-836
-75% -$120K 0.03% 105
2021
Q4 		$130K Buy
1,110
+890
+405% +$101K 0.08% 64
2021
Q3 		$22K Buy
220
+2
+0.9% +$199 0.01% 169
2021
Q2 		$23K Buy
218
+2
+0.9% +$211 0.02% 137
2021
Q1 		$23K Buy
+216
New +$21.1K 0.02% 138

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 $57B AUM 43.56% 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

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

Activest Wealth Management increased its Chevron (CVX) stake by 27% in Q3 2026, buying an estimated $17.9K and bringing the position to 433 shares worth $88.4K. The position accounts for 0.02% of the portfolio, ranked #193.

Activest Wealth Management first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. The position peaked at $730K in Q1 2026. 2,127 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Activest Wealth Management held 433 shares of Chevron worth $88.4K as of Q3 2026.
  • Activest Wealth Management bought 91 Chevron shares in Q3 2026, an estimated $17.9K.
  • Chevron made up 0.02% of Activest Wealth Management's portfolio in Q3 2026, its #193 holding.
  • Activest Wealth Management first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's Chevron position peaked at $730K in Q1 2026.
  • 2,127 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.