AWM Capital
CVX icon

AWM Capital’s Chevron CVX Stock Holding History

AWM Capital’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 		$504K Buy
2,466
+845
+52% +$166K 0.04% 88
2026
Q2 		$269K Buy
1,621
+552
+52% +$103K 0.02% 112
2026
Q1 		$221K Sell
1,069
-290
-21% -$52.9K 0.02% 110
2025
Q4 		$207K Buy
1,359
+8
+0.6% +$1.22K 0.02% 102
2025
Q3 		$210K Buy
+1,351
New +$209K 0.02% 101
2025
Q2 		– Sell
-1,401
Closed -$234K – 103
2025
Q1 		$234K Buy
+1,401
New +$219K 0.03% 99
2023
Q4 		– Sell
-1,271
Closed -$214K – 81
2023
Q3 		$214K Buy
+1,271
New +$205K 0.04% 77
2023
Q1 		– Sell
-1,129
Closed -$203K – 77
2022
Q4 		$203K Buy
1,129
+1
+0.1% +$175 0.07% 66
2022
Q3 		$201K Buy
+1,128
New +$172K 0.07% 59

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

AWM Capital's CVX Position: Q3 2026 in Review

AWM Capital increased its Chevron (CVX) stake by 52% in Q3 2026, buying an estimated $166K and bringing the position to 2,466 shares worth $504K. The position accounts for 0.04% of the portfolio, ranked #88.

AWM Capital first reported a position in CVX in Q3 2022 and has held it in 9 quarters since. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • AWM Capital held 2,466 shares of Chevron worth $504K as of Q3 2026.
  • AWM Capital bought 845 Chevron shares in Q3 2026, an estimated $166K.
  • Chevron made up 0.04% of AWM Capital's portfolio in Q3 2026, its #88 holding.
  • AWM Capital first reported a position in Chevron in Q3 2022 and has held it in 9 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.