Atlantic Private Wealth’s Chevron CVX Stock Holding History

Atlantic 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	$42.7K	Hold	209	–	–	0.03%	128
2026 Q2	$34.7K	Hold	209	–	–	0.02%	142
2026 Q1	$43.3K	Hold	209	–	–	0.03%	136
2025 Q4	$31.9K	Buy	209 +9	+5%	+$1.37K	0.02%	142
2025 Q3	$31.1K	Hold	200	–	–	0.02%	128
2025 Q2	$28.6K	Hold	200	–	–	0.02%	134
2025 Q1	$33.5K	Hold	200	–	–	0.02%	131
2024 Q4	$29K	Hold	200	–	–	0.02%	119
2024 Q3	$29.5K	Buy	+200	New	+$29.8K	0.02%	110
2022 Q1	–	Sell	-3,407	Closed	-$400K	–	42
2021 Q4	$400K	Buy	+3,407	New	+$387K	0.35%	23

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Atlantic Private Wealth held its Chevron (CVX) position steady in Q3 2026 at 209 shares worth $42.7K. The position accounts for 0.03% of the portfolio, ranked #128.

Atlantic Private Wealth first reported a position in CVX in Q4 2021 and has held it in 10 quarters since. The position peaked at $400K in Q4 2021. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Atlantic Private Wealth held 209 shares of Chevron worth $42.7K as of Q3 2026.
Atlantic Private Wealth left its Chevron share count unchanged in Q3 2026.
Chevron made up 0.03% of Atlantic Private Wealth's portfolio in Q3 2026, its #128 holding.
Atlantic Private Wealth first reported a position in Chevron in Q4 2021 and has held it in 10 quarters since.
Atlantic Private Wealth's Chevron position peaked at $400K in Q4 2021.
3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.