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

Athena 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 		$865K Sell
4,234
-283
-6% -$55.7K 0.62% 38
2026
Q2 		$749K Sell
4,517
-451
-9% -$83.9K 0.56% 49
2026
Q1 		$1.03M Buy
4,968
+60
+1% +$10.9K 0.84% 34
2025
Q4 		$748K Buy
+4,908
New +$748K 0.73% 28

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Athena Wealth Management reduced its Chevron (CVX) stake by 6.3% in Q3 2026, selling an estimated $55.7K and leaving 4,234 shares worth $865K. The position accounts for 0.62% of the portfolio, ranked #38.

Athena Wealth Management first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2026. 3,591 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Athena Wealth Management held 4,234 shares of Chevron worth $865K as of Q3 2026.
  • Athena Wealth Management sold 283 Chevron shares in Q3 2026, an estimated $55.7K.
  • Chevron made up 0.62% of Athena Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Athena Wealth Management first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's Chevron position peaked at $1.03M in Q1 2026.
  • 3,591 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.