Central Valley Advisors’s Chevron CVX Stock Holding History

Central Valley Advisors’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	$4.05M	Sell	19,838 -705	-3%	-$139K	1.09%	25
2026 Q2	$3.41M	Buy	20,543 +539	+3%	+$100K	0.87%	29
2026 Q1	$4.14M	Buy	20,004 +2,661	+15%	+$485K	1.13%	22
2025 Q4	$2.64M	Buy	17,343 +882	+5%	+$134K	0.79%	38
2025 Q3	$2.56M	Buy	16,461 +303	+2%	+$46.9K	0.79%	36
2025 Q2	$2.31M	Buy	16,158 +10,185	+171%	+$1.44M	0.79%	33
2025 Q1	$999K	Sell	5,973 -928	-13%	-$145K	0.38%	61
2024 Q4	$1000K	Sell	6,901 -9	-0.1%	-$1.38K	0.45%	56
2024 Q3	$1.02M	Buy	6,910 +190	+3%	+$28.3K	0.57%	50
2024 Q2	$856K	Sell	6,720 -307	-4%	-$49K	0.37%	53
2024 Q1	$1.11M	Sell	7,027 -6	-0.1%	-$905	0.57%	51
2023 Q4	$1.05M	Buy	+7,033	New	+$1.06M	0.62%	49

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Central Valley Advisors's CVX Position: Q3 2026 in Review

Central Valley Advisors reduced its Chevron (CVX) stake by 3.4% in Q3 2026, selling an estimated $139K and leaving 19,838 shares worth $4.05M. The position accounts for 1.09% of the portfolio, ranked #25.

Central Valley Advisors first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.14M in Q1 2026. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Central Valley Advisors held 19,838 shares of Chevron worth $4.05M as of Q3 2026.
Central Valley Advisors sold 705 Chevron shares in Q3 2026, an estimated $139K.
Chevron made up 1.09% of Central Valley Advisors's portfolio in Q3 2026, its #25 holding.
Central Valley Advisors first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's Chevron position peaked at $4.14M in Q1 2026.
1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.