Challenger Wealth Management’s Chevron CVX Stock Holding History

Challenger 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	$3.87M	Sell	18,970 -236	-1%	-$46.5K	2.83%	11
2026 Q2	$3.18M	Buy	19,206 +381	+2%	+$70.9K	2.34%	12
2026 Q1	$3.89M	Buy	18,825 +8	+0%	+$1.46K	3.11%	9
2025 Q4	$2.87M	Sell	18,817 -583	-3%	-$88.8K	2.19%	13
2025 Q3	$3.01M	Sell	19,400 -2,085	-10%	-$323K	2.36%	12
2025 Q2	$3.08M	Buy	21,485 +894	+4%	+$126K	2.13%	12
2025 Q1	$3.44M	Buy	20,591 +1,021	+5%	+$160K	2.73%	9
2024 Q4	$2.83M	Buy	+19,570	New	+$3M	2.44%	10

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

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

Challenger Wealth Management reduced its Chevron (CVX) stake by 1.2% in Q3 2026, selling an estimated $46.5K and leaving 18,970 shares worth $3.87M. The position accounts for 2.83% of the portfolio, ranked #11.

Challenger Wealth Management first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.89M in Q1 2026. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Challenger Wealth Management held 18,970 shares of Chevron worth $3.87M as of Q3 2026.
Challenger Wealth Management sold 236 Chevron shares in Q3 2026, an estimated $46.5K.
Chevron made up 2.83% of Challenger Wealth Management's portfolio in Q3 2026, its #11 holding.
Challenger Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
Challenger Wealth Management's Chevron position peaked at $3.89M in Q1 2026.
1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.