BankPlus Wealth Management
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BankPlus Wealth Management’s Chevron CVX Stock Holding History

BankPlus Wealth Management’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 		$798K Sell
3,906
-5
-0.1% -$985 0.35% 49
2026
Q2 		$648K Buy
3,911
+1,079
+38% +$201K 0.29% 56
2026
Q1 		$586K Buy
+2,832
New +$516K 0.3% 58
2025
Q4 		– Sell
-1,326
Closed -$206K – 112
2025
Q3 		$206K Buy
+1,326
New +$205K 0.12% 103

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BankPlus Wealth Management's CVX Position: Q3 2026 in Review

BankPlus Wealth Management reduced its Chevron (CVX) stake by 0.13% in Q3 2026, selling an estimated $985 and leaving 3,906 shares worth $798K. The position accounts for 0.35% of the portfolio, ranked #49.

BankPlus Wealth Management first reported a position in CVX in Q3 2025 and has held it in 4 quarters since. 3,437 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • BankPlus Wealth Management held 3,906 shares of Chevron worth $798K as of Q3 2026.
  • BankPlus Wealth Management sold 5 Chevron shares in Q3 2026, an estimated $985.
  • Chevron made up 0.35% of BankPlus Wealth Management's portfolio in Q3 2026, its #49 holding.
  • BankPlus Wealth Management first reported a position in Chevron in Q3 2025 and has held it in 4 quarters since.
  • 3,437 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.