AGH Wealth Advisors
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AGH Wealth Advisors’s Chevron CVX Stock Holding History

AGH Wealth Advisors’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 		$497K Sell
2,433
-388
-14% -$76.4K 0.29% 69
2026
Q2 		$468K Sell
2,821
-203
-7% -$37.8K 0.3% 69
2026
Q1 		$626K Buy
3,024
+136
+5% +$24.8K 0.46% 44
2025
Q4 		$440K Sell
2,888
-528
-15% -$80.4K 0.33% 58
2025
Q3 		$530K Buy
3,416
+505
+17% +$78.2K 0.39% 52
2025
Q2 		$417K Sell
2,911
-595
-17% -$83.9K 0.34% 61
2025
Q1 		$587K Sell
3,506
-44
-1% -$6.89K 0.57% 37
2024
Q4 		$514K Buy
+3,550
New +$543K 0.48% 48

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

AGH Wealth Advisors's CVX Position: Q3 2026 in Review

AGH Wealth Advisors reduced its Chevron (CVX) stake by 14% in Q3 2026, selling an estimated $76.4K and leaving 2,433 shares worth $497K. The position accounts for 0.29% of the portfolio, ranked #69.

AGH Wealth Advisors first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $626K in Q1 2026. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • AGH Wealth Advisors held 2,433 shares of Chevron worth $497K as of Q3 2026.
  • AGH Wealth Advisors sold 388 Chevron shares in Q3 2026, an estimated $76.4K.
  • Chevron made up 0.29% of AGH Wealth Advisors's portfolio in Q3 2026, its #69 holding.
  • AGH Wealth Advisors first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • AGH Wealth Advisors's Chevron position peaked at $626K in Q1 2026.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.