Alliance Private Wealth
CVX icon

Alliance Private Wealth’s Chevron CVX Stock Holding History

Alliance Private Wealth’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 		$1.55M Sell
7,576
-1,290
-15% -$254K 0.58% 43
2026
Q2 		$1.47M Sell
8,866
-890
-9% -$166K 0.51% 48
2026
Q1 		$2.02M Buy
9,756
+49
+0.5% +$8.94K 0.73% 34
2025
Q4 		$1.73M Buy
+9,707
New +$1.48M 0.6% 38

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

Alliance Private Wealth's CVX Position: Q3 2026 in Review

Alliance Private Wealth reduced its Chevron (CVX) stake by 15% in Q3 2026, selling an estimated $254K and leaving 7,576 shares worth $1.55M. The position accounts for 0.58% of the portfolio, ranked #43.

Alliance Private Wealth first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.02M in Q1 2026. 1,954 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Alliance Private Wealth held 7,576 shares of Chevron worth $1.55M as of Q3 2026.
  • Alliance Private Wealth sold 1,290 Chevron shares in Q3 2026, an estimated $254K.
  • Chevron made up 0.58% of Alliance Private Wealth's portfolio in Q3 2026, its #43 holding.
  • Alliance Private Wealth first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
  • Alliance Private Wealth's Chevron position peaked at $2.02M in Q1 2026.
  • 1,954 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Alliance Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.