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

Atticus 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 		$1.42M Buy
6,936
+2,137
+45% +$421K 0.31% 52
2026
Q2 		$796K Sell
4,799
-9
-0.2% -$1.68K 0.19% 78
2026
Q1 		$995K Buy
4,808
+49
+1% +$8.94K 0.27% 59
2025
Q4 		$725K Buy
4,759
+195
+4% +$29.7K 0.18% 86
2025
Q3 		$709K Buy
4,564
+136
+3% +$21.1K 0.18% 79
2025
Q2 		$634K Buy
4,428
+56
+1% +$7.89K 0.17% 76
2025
Q1 		$731K Hold
4,372
– – 0.24% 59
2024
Q4 		$633K Hold
4,372
– – 0.2% 63
2024
Q3 		$644K Sell
4,372
-10
-0.2% -$1.49K 0.21% 60
2024
Q2 		$685K Sell
4,382
-15
-0.3% -$2.39K 0.22% 51
2024
Q1 		$694K Buy
4,397
+250
+6% +$37.7K 0.23% 55
2023
Q4 		$619K Sell
4,147
-46
-1% -$6.96K 0.22% 58
2023
Q3 		$707K Buy
4,193
+148
+4% +$23.9K 0.27% 53
2023
Q2 		$637K Sell
4,045
-106
-3% -$17K 0.23% 59
2023
Q1 		$677K Buy
4,151
+122
+3% +$20.5K 0.26% 59
2022
Q4 		$723K Buy
4,029
+274
+7% +$47.8K 0.3% 60
2022
Q3 		$544K Hold
3,755
– – 0.26% 56
2022
Q2 		$544K Sell
3,755
-4
-0.1% -$661 0.23% 68
2022
Q1 		$612K Buy
3,759
+4
+0.1% +$574 0.22% 69
2021
Q4 		$441K Hold
3,755
– – 0.17% 81
2021
Q3 		$381K Hold
3,755
– – 0.17% 74
2021
Q2 		$393K Hold
3,755
– – 0.17% 78
2021
Q1 		$393K Hold
3,755
– – 0.19% 74
2020
Q4 		$317K Hold
3,755
– – 0.16% 78
2020
Q3 		$270K Sell
3,755
-157
-4% -$13.2K 0.16% 72
2020
Q2 		$349K Buy
3,912
+32
+0.8% +$2.86K 0.23% 66
2020
Q1 		$281K Sell
3,880
-1,261
-25% -$125K 0.23% 65
2019
Q4 		$620K Buy
+5,141
New +$606K 0.4% 45

Other funds holding CVX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
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

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

Atticus Wealth Management increased its Chevron (CVX) stake by 45% in Q3 2026, buying an estimated $421K and bringing the position to 6,936 shares worth $1.42M. The position accounts for 0.31% of the portfolio, ranked #52.

Atticus Wealth Management first reported a position in CVX in Q4 2019 and has held it in 28 quarters since. 2,473 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Atticus Wealth Management held 6,936 shares of Chevron worth $1.42M as of Q3 2026.
  • Atticus Wealth Management bought 2,137 Chevron shares in Q3 2026, an estimated $421K.
  • Chevron made up 0.31% of Atticus Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Atticus Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 28 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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