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

Amplius 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 		$673K Buy
3,295
+181
+6% +$35.6K 0.05% 111
2026
Q2 		$516K Buy
3,114
+368
+13% +$68.5K 0.04% 126
2026
Q1 		$568K Sell
2,746
-52
-2% -$9.48K 0.05% 99
2025
Q4 		$426K Sell
2,798
-91
-3% -$13.9K 0.04% 117
2025
Q3 		$449K Sell
2,889
-341
-11% -$52.8K 0.04% 115
2025
Q2 		$463K Sell
3,230
-149
-4% -$21K 0.04% 127
2025
Q1 		$565K Buy
3,379
+192
+6% +$30.1K 0.06% 104
2024
Q4 		$462K Sell
3,187
-191
-6% -$29.2K 0.05% 114
2024
Q3 		$497K Sell
3,378
-152
-4% -$22.6K 0.05% 99
2024
Q2 		$552K Sell
3,530
-873
-20% -$139K 0.06% 93
2024
Q1 		$694K Buy
4,403
+51
+1% +$7.7K 0.08% 84
2023
Q4 		$649K Sell
4,352
-361
-8% -$54.6K 0.08% 82
2023
Q3 		$795K Sell
4,713
-1,190
-20% -$192K 0.11% 74
2023
Q2 		$929K Buy
5,903
+319
+6% +$51.1K 0.13% 68
2023
Q1 		$911K Buy
5,584
+205
+4% +$34.4K 0.13% 72
2022
Q4 		$965K Sell
5,379
-1,227
-19% -$214K 0.15% 73
2022
Q3 		$949K Buy
6,606
+2,522
+62% +$385K 0.17% 62
2022
Q2 		$591K Buy
4,084
+236
+6% +$39K 0.1% 80
2022
Q1 		$626K Sell
3,848
-155
-4% -$22.2K 0.1% 87
2021
Q4 		$469K Buy
+4,003
New +$455K 0.06% 113

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
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Chevron (CVX) stake by 5.8% in Q3 2026, buying an estimated $35.6K and bringing the position to 3,295 shares worth $673K. The position accounts for 0.05% of the portfolio, ranked #111.

Amplius Wealth Advisors first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $965K in Q4 2022. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Amplius Wealth Advisors held 3,295 shares of Chevron worth $673K as of Q3 2026.
  • Amplius Wealth Advisors bought 181 Chevron shares in Q3 2026, an estimated $35.6K.
  • Chevron made up 0.05% of Amplius Wealth Advisors's portfolio in Q3 2026, its #111 holding.
  • Amplius Wealth Advisors first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's Chevron position peaked at $965K in Q4 2022.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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