ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Chevron CVX Stock Holding History

ARS Wealth Advisors Group’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 		$27.5M Buy
134,690
+125
+0.1% +$24.6K 2% 15
2026
Q2 		$22.3M Buy
134,565
+1,349
+1% +$251K 1.75% 15
2026
Q1 		$27.6M Buy
133,216
+1,384
+1% +$252K 2.33% 14
2025
Q4 		$20.1M Buy
131,832
+3,240
+3% +$493K 1.81% 15
2025
Q3 		$20M Buy
128,592
+5,117
+4% +$792K 1.97% 15
2025
Q2 		$17.7M Buy
123,475
+4,594
+4% +$648K 2.04% 18
2025
Q1 		$19.9M Buy
118,881
+549
+0.5% +$85.9K 2.81% 11
2024
Q4 		$17.1M Buy
118,332
+375
+0.3% +$57.4K 2.35% 13
2024
Q3 		$17.4M Buy
117,957
+5,662
+5% +$843K 2.13% 17
2024
Q2 		$17.6M Buy
112,295
+52,938
+89% +$8.44M 2.28% 15
2024
Q1 		$9.36M Sell
59,357
-2,856
-5% -$431K 1.26% 26
2023
Q4 		$9.28M Sell
62,213
-4,231
-6% -$640K 1.37% 27
2023
Q3 		$11.2M Buy
66,444
+1,087
+2% +$176K 1.84% 18
2023
Q2 		$10.3M Sell
65,357
-2,407
-4% -$386K 1.63% 21
2023
Q1 		$11.1M Sell
67,764
-5,696
-8% -$955K 2.04% 15
2022
Q4 		$13.2M Sell
73,460
-5,770
-7% -$1.01M 2.17% 12
2022
Q3 		$11.4M Buy
79,230
+2,364
+3% +$361K 1.74% 16
2022
Q2 		$11.1M Buy
76,866
+67,959
+763% +$11.2M 1.53% 19
2022
Q1 		$1.45M Sell
8,907
-800
-8% -$115K 0.25% 50
2021
Q4 		$1.14M Buy
9,707
+881
+10% +$100K 0.19% 53
2021
Q3 		$895K Buy
+8,826
New +$880K 0.16% 57

Other funds holding CVX

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
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
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ARS Wealth Advisors Group's CVX Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its Chevron (CVX) stake by 0.09% in Q3 2026, buying an estimated $24.6K and bringing the position to 134,690 shares worth $27.5M. The position accounts for 2% of the portfolio, ranked #15.

ARS Wealth Advisors Group first reported a position in CVX in Q3 2021 and has held it in 21 quarters since. The position peaked at $27.6M in Q1 2026. 1,649 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • ARS Wealth Advisors Group held 134,690 shares of Chevron worth $27.5M as of Q3 2026.
  • ARS Wealth Advisors Group bought 125 Chevron shares in Q3 2026, an estimated $24.6K.
  • Chevron made up 2% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #15 holding.
  • ARS Wealth Advisors Group first reported a position in Chevron in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's Chevron position peaked at $27.6M in Q1 2026.
  • 1,649 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.