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Advisornet Financial’s Chevron CVX Stock Holding History

Advisornet Financial’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
2025
Q4 		– Sell
-100
Closed -$15.5K – 2272
2025
Q3 		$15.5K Hold
100
– – ﹤0.01% 1390
2025
Q2 		$14.3K Hold
100
– – ﹤0.01% 1378
2025
Q1 		$16.7K Buy
+100
New +$15.7K ﹤0.01% 1262

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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Advisornet Financial's CVX Position: Q3 2026 in Review

Advisornet Financial increased its Chevron (CVX) stake by 10% in Q3 2026, buying an estimated $266K and bringing the position to 14,750 shares worth $3.27M. The position accounts for 0.15% of the portfolio, ranked #129.

Advisornet Financial first reported a position in CVX in Q4 2017 and has held it in 36 quarters since. 763 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Advisornet Financial held 14,750 shares of Chevron worth $3.27M as of Q3 2026.
  • Advisornet Financial bought 1,350 Chevron shares in Q3 2026, an estimated $266K.
  • Chevron made up 0.15% of Advisornet Financial's portfolio in Q3 2026, its #129 holding.
  • Advisornet Financial first reported a position in Chevron in Q4 2017 and has held it in 36 quarters since.
  • 763 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.