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Boomfish Wealth Group’s Chevron CVX Stock Holding History

Boomfish Wealth Group’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 		$431K Buy
2,112
+67
+3% +$13.2K 0.19% 80
2026
Q2 		$339K Buy
2,045
+63
+3% +$11.7K 0.15% 82
2026
Q1 		$410K Buy
1,982
+62
+3% +$11.3K 0.22% 73
2025
Q4 		$293K Hold
1,920
– – 0.16% 80
2025
Q3 		$298K Hold
1,920
– – 0.16% 80
2025
Q2 		$275K Hold
1,920
– – 0.16% 78
2025
Q1 		$321K Sell
1,920
-80
-4% -$12.5K 0.21% 72
2024
Q4 		$290K Buy
2,000
+50
+3% +$7.65K 0.18% 82
2024
Q3 		$287K Buy
1,950
+30
+2% +$4.46K 0.18% 81
2024
Q2 		$300K Buy
+1,920
New +$306K 0.19% 80

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Boomfish Wealth Group's CVX Position: Q3 2026 in Review

Boomfish Wealth Group increased its Chevron (CVX) stake by 3.3% in Q3 2026, buying an estimated $13.2K and bringing the position to 2,112 shares worth $431K. The position accounts for 0.19% of the portfolio, ranked #80.

Boomfish Wealth Group first reported a position in CVX in Q2 2024 and has held it in 10 quarters since. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Boomfish Wealth Group held 2,112 shares of Chevron worth $431K as of Q3 2026.
  • Boomfish Wealth Group bought 67 Chevron shares in Q3 2026, an estimated $13.2K.
  • Chevron made up 0.19% of Boomfish Wealth Group's portfolio in Q3 2026, its #80 holding.
  • Boomfish Wealth Group first reported a position in Chevron in Q2 2024 and has held it in 10 quarters since.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.