Apella Capital
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Apella Capital’s Chevron CVX Stock Holding History

Apella Capital’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 		$5.09M Buy
24,830
+2,303
+10% +$453K 0.06% 183
2026
Q2 		$3.92M Buy
22,527
+233
+1% +$43.4K 0.06% 189
2026
Q1 		$4.1M Buy
22,294
+5,055
+29% +$922K 0.06% 181
2025
Q4 		$2.63M Buy
17,239
+1,014
+6% +$154K 0.05% 179
2025
Q3 		$2.46M Buy
16,225
+1,545
+11% +$239K 0.05% 169
2025
Q2 		$2.16M Buy
14,680
+4,203
+40% +$593K 0.06% 161
2025
Q1 		$1.53M Buy
10,477
+1,859
+22% +$291K 0.05% 155
2024
Q4 		$1.25M Buy
8,618
+51
+0.6% +$7.81K 0.05% 148
2024
Q3 		$1.29M Buy
8,567
+532
+7% +$79.2K 0.05% 134
2024
Q2 		$1.23M Buy
8,035
+489
+6% +$78K 0.06% 137
2024
Q1 		$1.22M Buy
7,546
+136
+2% +$20.5K 0.06% 130
2023
Q4 		$1.12M Sell
7,410
-48
-0.6% -$7.26K 0.06% 128
2023
Q3 		$1.26M Sell
7,458
-229
-3% -$37K 0.09% 101
2023
Q2 		$1.21M Buy
+7,687
New +$1.23M 0.09% 103
2022
Q4 		$1.42M Buy
7,908
+1,192
+18% +$208K 0.13% 85
2022
Q3 		$965K Sell
6,716
-1,247
-16% -$190K 0.11% 100
2022
Q2 		$1.15M Buy
7,963
+1,021
+15% +$169K 0.14% 94
2022
Q1 		$1.13M Buy
6,942
+3,628
+109% +$520K 0.16% 83
2021
Q4 		$389K Buy
3,314
+680
+26% +$77.2K 0.05% 143
2021
Q3 		$267K Sell
2,634
-200
-7% -$19.9K 0.04% 172
2021
Q2 		$297K Buy
2,834
+63
+2% +$6.65K 0.05% 172
2021
Q1 		$290K Hold
2,771
– – 0.09% 112
2020
Q4 		$234K Sell
2,771
-440
-14% -$35.6K 0.08% 119
2020
Q3 		$231K Buy
3,211
+281
+10% +$23.6K 0.09% 112
2020
Q2 		$261K Hold
2,930
– – 0.12% 105
2020
Q1 		$212K Buy
+2,930
New +$290K 0.12% 100

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Apella Capital's CVX Position: Q3 2026 in Review

Apella Capital increased its Chevron (CVX) stake by 10% in Q3 2026, buying an estimated $453K and bringing the position to 24,830 shares worth $5.09M. The position accounts for 0.06% of the portfolio, ranked #183.

Apella Capital first reported a position in CVX in Q1 2020 and has held it in 26 quarters since. 2,846 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Apella Capital held 24,830 shares of Chevron worth $5.09M as of Q3 2026.
  • Apella Capital bought 2,303 Chevron shares in Q3 2026, an estimated $453K.
  • Chevron made up 0.06% of Apella Capital's portfolio in Q3 2026, its #183 holding.
  • Apella Capital first reported a position in Chevron in Q1 2020 and has held it in 26 quarters since.
  • 2,846 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.