Barlow Wealth Partners
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Barlow Wealth Partners’s Chevron CVX Stock Holding History

Barlow 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 		$1.18M Buy
5,671
+308
+6% +$60.6K 0.12% 52
2026
Q2 		$944K Hold
5,363
– – 0.1% 63
2026
Q1 		$987K Hold
5,363
– – 0.11% 57
2025
Q4 		$869K Buy
5,363
+60
+1% +$9.14K 0.09% 64
2025
Q3 		$825K Sell
5,303
-515
-9% -$79.8K 0.09% 63
2025
Q2 		$861K Sell
5,818
-143
-2% -$20.2K 0.1% 61
2025
Q1 		$827K Buy
5,961
+300
+5% +$47K 0.11% 62
2024
Q4 		$896K Buy
5,661
+329
+6% +$50.4K 0.11% 61
2024
Q3 		$806K Buy
5,332
+1
+0% +$149 0.11% 71
2024
Q2 		$827K Buy
5,331
+1
+0% +$159 0.11% 70
2024
Q1 		$847K Sell
5,330
-932
-15% -$141K 0.12% 71
2023
Q4 		$934K Buy
+6,262
New +$947K 0.13% 68

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

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

Barlow Wealth Partners increased its Chevron (CVX) stake by 5.7% in Q3 2026, buying an estimated $60.6K and bringing the position to 5,671 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #52.

Barlow Wealth Partners first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Barlow Wealth Partners held 5,671 shares of Chevron worth $1.18M as of Q3 2026.
  • Barlow Wealth Partners bought 308 Chevron shares in Q3 2026, an estimated $60.6K.
  • Chevron made up 0.12% of Barlow Wealth Partners's portfolio in Q3 2026, its #52 holding.
  • Barlow Wealth Partners first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • 2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.