Avid Wealth Partners
CVX icon

Avid Wealth Partners’s Chevron CVX Stock Holding History

Avid Wealth Partners’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 		$278K Sell
1,359
-130
-9% -$25.6K 0.13% 67
2026
Q2 		$247K Buy
1,489
+181
+14% +$33.7K 0.12% 68
2026
Q1 		$271K Sell
1,308
-55
-4% -$10K 0.13% 60
2025
Q4 		$208K Buy
+1,363
New +$208K 0.1% 64

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Avid Wealth Partners's CVX Position: Q3 2026 in Review

Avid Wealth Partners reduced its Chevron (CVX) stake by 8.7% in Q3 2026, selling an estimated $25.6K and leaving 1,359 shares worth $278K. The position accounts for 0.13% of the portfolio, ranked #67.

Avid Wealth Partners first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Avid Wealth Partners held 1,359 shares of Chevron worth $278K as of Q3 2026.
  • Avid Wealth Partners sold 130 Chevron shares in Q3 2026, an estimated $25.6K.
  • Chevron made up 0.13% of Avid Wealth Partners's portfolio in Q3 2026, its #67 holding.
  • Avid Wealth Partners first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.