AWE
CVX icon

Avidian Wealth Enterprises’s Chevron CVX Stock Holding History

Avidian Wealth Enterprises’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
2022
Q1 		– Sell
-200
Closed -$23K – 506
2021
Q4 		$23K Buy
+200
New +$22.7K ﹤0.01% 528
2020
Q3 		– Sell
-200
Closed -$1K – 286
2020
Q2 		$1K Buy
+200
New +$17.9K ﹤0.01% 259

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Avidian Wealth Enterprises's CVX Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Chevron (CVX) stake by 6.1% in Q3 2026, selling an estimated $924K and leaving 72,741 shares worth $14.9M. The position accounts for 0.41% of the portfolio, ranked #42.

Avidian Wealth Enterprises first reported a position in CVX in Q2 2015 and has held it in 46 quarters since. The position peaked at $15M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Avidian Wealth Enterprises held 72,741 shares of Chevron worth $14.9M as of Q3 2026.
  • Avidian Wealth Enterprises sold 4,691 Chevron shares in Q3 2026, an estimated $924K.
  • Chevron made up 0.41% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #42 holding.
  • Avidian Wealth Enterprises first reported a position in Chevron in Q2 2015 and has held it in 46 quarters since.
  • Avidian Wealth Enterprises's Chevron position peaked at $15M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.