Atwater Malick’s Chevron CVX Stock Holding History

Atwater Malick’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	$362K	Buy	1,788 +15	+0.8%	+$2.95K	0.08%	92
2026 Q2	$294K	Sell	1,773 -267	-13%	-$49.7K	0.06%	99
2026 Q1	$422K	Buy	2,040 +500	+32%	+$91.2K	0.11%	65
2025 Q4	$235K	Sell	1,540 -68	-4%	-$10.4K	0.06%	78
2025 Q3	$250K	Sell	1,608 -1,278	-44%	-$198K	0.07%	76
2025 Q2	$413K	Buy	2,886 +68	+2%	+$9.6K	0.13%	58
2025 Q1	$471K	Buy	2,818 +63	+2%	+$9.9K	0.16%	52
2024 Q4	$399K	Hold	2,755	–	–	0.13%	57
2024 Q3	$406K	Hold	2,755	–	–	0.13%	57
2024 Q2	$431K	Hold	2,755	–	–	0.15%	55
2024 Q1	$435K	Hold	2,755	–	–	0.15%	58
2023 Q4	$411K	Hold	2,755	–	–	0.16%	53
2023 Q3	$465K	Sell	2,755 -800	-23%	-$129K	0.2%	47
2023 Q2	$559K	Buy	3,555 +800	+29%	+$128K	0.24%	44
2023 Q1	$450K	Sell	2,755 -286	-9%	-$47.9K	0.21%	41
2022 Q4	$546K	Hold	3,041	–	–	0.27%	35
2022 Q3	$437K	Hold	3,041	–	–	0.24%	37
2022 Q2	$440K	Hold	3,041	–	–	0.23%	38
2022 Q1	$495K	Hold	3,041	–	–	0.24%	35
2021 Q4	$357K	Hold	3,041	–	–	0.17%	38
2021 Q3	$309K	Hold	3,041	–	–	0.16%	38
2021 Q2	$319K	Hold	3,041	–	–	0.18%	34
2021 Q1	$319K	Sell	3,041 -1,150	-27%	-$112K	0.2%	33
2020 Q4	$354K	Sell	4,191 -166	-4%	-$13.4K	0.22%	32
2020 Q3	$314K	Hold	4,357	–	–	0.22%	33
2020 Q2	$389K	Hold	4,357	–	–	0.31%	31
2020 Q1	$316K	Buy	+4,357	New	+$431K	0.3%	33
2019 Q4	–	Sell	-578	Closed	-$69K	–	80
2019 Q3	$69K	Buy	+578	New	+$70.2K	0.06%	65

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Atwater Malick's CVX Position: Q3 2026 in Review

Atwater Malick increased its Chevron (CVX) stake by 0.85% in Q3 2026, buying an estimated $2.95K and bringing the position to 1,788 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #92.

Atwater Malick first reported a position in CVX in Q3 2019 and has held it in 28 quarters since. The position peaked at $559K in Q2 2023. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Atwater Malick held 1,788 shares of Chevron worth $362K as of Q3 2026.
Atwater Malick bought 15 Chevron shares in Q3 2026, an estimated $2.95K.
Chevron made up 0.08% of Atwater Malick's portfolio in Q3 2026, its #92 holding.
Atwater Malick first reported a position in Chevron in Q3 2019 and has held it in 28 quarters since.
Atwater Malick's Chevron position peaked at $559K in Q2 2023.
1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.