Capital Advisors Wealth Management’s Chevron CVX Stock Holding History

Capital Advisors 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	$2.24M	Buy	10,957 +167	+2%	+$32.9K	0.25%	67
2026 Q2	$1.79M	Buy	10,790 +303	+3%	+$56.4K	0.21%	72
2026 Q1	$2.17M	Buy	10,487 +608	+6%	+$111K	0.29%	62
2025 Q4	$1.51M	Sell	9,879 -162	-2%	-$24.7K	0.21%	72
2025 Q3	$1.56M	Buy	10,041 +172	+2%	+$26.6K	0.22%	65
2025 Q2	$1.41M	Sell	9,869 -688	-7%	-$97K	0.22%	62
2025 Q1	$1.77M	Sell	10,557 -5,754	-35%	-$901K	0.31%	53
2024 Q4	$2.36M	Buy	16,311 +165	+1%	+$25.3K	0.42%	45
2024 Q3	$2.38M	Sell	16,146 -355	-2%	-$52.8K	0.44%	43
2024 Q2	$2.58M	Buy	16,501 +1,077	+7%	+$172K	0.51%	39
2024 Q1	$2.43M	Buy	15,424 +634	+4%	+$95.7K	0.5%	38
2023 Q4	$2.21M	Sell	14,790 -530	-3%	-$80.2K	0.5%	38
2023 Q3	$2.58M	Buy	15,320 +442	+3%	+$71.4K	0.67%	33
2023 Q2	$2.34M	Buy	14,878 +579	+4%	+$92.8K	0.6%	37
2023 Q1	$2.33M	Buy	14,299 +435	+3%	+$72.9K	0.65%	36
2022 Q4	$2.49M	Sell	13,864 -2,396	-15%	-$418K	0.75%	30
2022 Q3	$2.34M	Buy	16,260 +4,768	+41%	+$727K	0.78%	30
2022 Q2	$1.66M	Buy	11,492 +2,318	+25%	+$383K	0.54%	33
2022 Q1	$1.49M	Buy	9,174 +802	+10%	+$115K	0.46%	40
2021 Q4	$982K	Buy	8,372 +889	+12%	+$101K	0.3%	46
2021 Q3	$759K	Buy	7,483 +1,019	+16%	+$102K	0.27%	50
2021 Q2	$677K	Buy	6,464 +1,243	+24%	+$131K	0.25%	52
2021 Q1	$547K	Buy	+5,221	New	+$510K	0.24%	56

Other funds holding CVX

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Capital Advisors Wealth Management's CVX Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Chevron (CVX) stake by 1.5% in Q3 2026, buying an estimated $32.9K and bringing the position to 10,957 shares worth $2.24M. The position accounts for 0.25% of the portfolio, ranked #67.

Capital Advisors Wealth Management first reported a position in CVX in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.58M in Q3 2023. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Capital Advisors Wealth Management held 10,957 shares of Chevron worth $2.24M as of Q3 2026.
Capital Advisors Wealth Management bought 167 Chevron shares in Q3 2026, an estimated $32.9K.
Chevron made up 0.25% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #67 holding.
Capital Advisors Wealth Management first reported a position in Chevron in Q1 2021 and has held it in 23 quarters since.
Capital Advisors Wealth Management's Chevron position peaked at $2.58M in Q3 2023.
244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.