C2C Wealth Management
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C2C Wealth Management’s Chevron CVX Stock Holding History

C2C 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 		$7.27M Hold
35,616
– – 5.66% 5
2026
Q2 		$5.9M Sell
35,616
-100
-0.3% -$18.6K 4.63% 5
2026
Q1 		$7.39M Hold
35,716
– – 6.25% 3
2025
Q4 		$5.44M Sell
35,716
-158
-0.4% -$24.1K 4.59% 7
2025
Q3 		$5.57M Sell
35,874
-1,225
-3% -$190K 4.78% 6
2025
Q2 		$5.31M Sell
37,099
-2,148
-5% -$303K 4.81% 7
2025
Q1 		$6.57M Sell
39,247
-502
-1% -$78.6K 6.17% 3
2024
Q4 		$5.76M Hold
39,749
– – 5.33% 5
2024
Q3 		$5.92M Buy
39,749
+600
+2% +$89.3K 5.51% 5
2024
Q2 		$6.12M Hold
39,149
– – 5.99% 4
2024
Q1 		$6.18M Sell
39,149
-433
-1% -$65.3K 6.13% 4
2023
Q4 		$5.93M Sell
39,582
-13,839
-26% -$2.09M 5.02% 3
2023
Q3 		$8.85M Buy
53,421
+7,015
+15% +$1.13M 1.26% 5
2023
Q2 		$7.14M Buy
46,406
+330
+0.7% +$52.9K 0.94% 6
2023
Q1 		$7.82M Buy
46,076
+355
+0.8% +$59.5K 1.26% 5
2022
Q4 		$8.19M Buy
45,721
+350
+0.8% +$61.1K 1.42% 4
2022
Q3 		$7.15M Buy
45,371
+80
+0.2% +$12.2K 1.4% 4
2022
Q2 		$6.55M Hold
45,291
– – 1.2% 5
2022
Q1 		$7.8M Sell
45,291
-139
-0.3% -$19.9K 1.33% 5
2021
Q4 		$5.33M Buy
+45,430
New +$5.16M 0.77% 9

Other funds holding CVX

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

C2C Wealth Management's CVX Position: Q3 2026 in Review

C2C Wealth Management held its Chevron (CVX) position steady in Q3 2026 at 35,616 shares worth $7.27M. The position accounts for 5.66% of the portfolio, ranked #5.

C2C Wealth Management first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.85M in Q3 2023. 2,571 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • C2C Wealth Management held 35,616 shares of Chevron worth $7.27M as of Q3 2026.
  • C2C Wealth Management left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 5.66% of C2C Wealth Management's portfolio in Q3 2026, its #5 holding.
  • C2C Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • C2C Wealth Management's Chevron position peaked at $8.85M in Q3 2023.
  • 2,571 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.