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

Allen 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 		$4.02M Sell
19,697
-3,284
-14% -$647K 1.96% 7
2026
Q2 		$3.81M Sell
22,981
-3,628
-14% -$675K 1.86% 9
2026
Q1 		$5.51M Sell
26,609
-220
-0.8% -$40.1K 2.76% 8
2025
Q4 		$4.09M Buy
26,829
+194
+0.7% +$29.5K 2.46% 8
2025
Q3 		$4.14M Sell
26,635
-986
-4% -$153K 2.8% 5
2025
Q2 		$3.96M Sell
27,621
-204
-0.7% -$28.8K 2.77% 6
2025
Q1 		$4.65M Buy
27,825
+176
+0.6% +$27.6K 3.21% 6
2024
Q4 		$4M Buy
27,649
+582
+2% +$89.1K 2.87% 6
2024
Q3 		$3.99M Buy
27,067
+1,966
+8% +$293K 2.76% 6
2024
Q2 		$3.93M Buy
25,101
+811
+3% +$129K 3.5% 5
2024
Q1 		$3.83M Sell
24,290
-26
-0.1% -$3.92K 3.38% 5
2023
Q4 		$3.63M Buy
+24,316
New +$3.68M 3.55% 6

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Allen Wealth Management reduced its Chevron (CVX) stake by 14% in Q3 2026, selling an estimated $647K and leaving 19,697 shares worth $4.02M. The position accounts for 1.96% of the portfolio, ranked #7.

Allen Wealth Management first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.51M in Q1 2026. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Allen Wealth Management held 19,697 shares of Chevron worth $4.02M as of Q3 2026.
  • Allen Wealth Management sold 3,284 Chevron shares in Q3 2026, an estimated $647K.
  • Chevron made up 1.96% of Allen Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Allen Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • Allen Wealth Management's Chevron position peaked at $5.51M in Q1 2026.
  • 1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.