Balance Wealth’s Chevron CVX Stock Holding History

Balance Wealth’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	$154K	Buy	+755	New	+$149K	0.04%	187

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Balance Wealth's CVX Position: Q3 2026 in Review

Balance Wealth opened a new position in Chevron (CVX) in Q3 2026: 755 shares worth $154K. The stake represents 0.04% of the portfolio and ranks #187 among its holdings.

2,882 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Balance Wealth held 755 shares of Chevron worth $154K as of Q3 2026.
Chevron was a new Balance Wealth position in Q3 2026.
Chevron made up 0.04% of Balance Wealth's portfolio in Q3 2026, its #187 holding.
2,882 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.