CMH Wealth Management’s Chevron CVX Stock Holding History

CMH 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	$2.68M	Sell	13,148 -927	-7%	-$183K	0.4%	57
2026 Q2	$2.33M	Buy	14,075 +656	+5%	+$122K	0.36%	63
2026 Q1	$2.78M	Buy	+13,419	New	+$2.45M	0.48%	58
2020 Q1	–	Sell	-18,690	Closed	-$2.25M	–	50
2019 Q4	$2.25M	Buy	18,690 +100	+0.5%	+$11.8K	1.16%	40
2019 Q3	$2.2M	Buy	18,590 +828	+5%	+$101K	1.25%	37
2019 Q2	$2.21M	Buy	17,762 +757	+4%	+$91.5K	1.3%	37
2019 Q1	$2.1M	Buy	17,005 +1,480	+10%	+$175K	1.27%	35
2018 Q4	$1.69M	Sell	15,525 -1,890	-11%	-$219K	1.02%	42
2018 Q3	$2.17M	Buy	17,415 +1,130	+7%	+$137K	1.13%	34
2018 Q2	$2.02M	Buy	16,285 +1,490	+10%	+$185K	1.16%	34
2018 Q1	$1.66M	Buy	14,795 +215	+1%	+$25.7K	1.12%	34
2017 Q4	$1.86M	Sell	14,580 -130	-0.9%	-$15.4K	1.23%	31
2017 Q3	$1.73M	Buy	14,710 +265	+2%	+$28.9K	1.28%	28
2017 Q2	$1.52M	Sell	14,445 -20	-0.1%	-$2.12K	1.21%	32
2017 Q1	$1.58M	Sell	14,465 -5	-0%	-$561	1.23%	34
2016 Q4	$1.69M	Buy	+14,470	New	+$1.58M	1.48%	27

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

CMH Wealth Management reduced its Chevron (CVX) stake by 6.6% in Q3 2026, selling an estimated $183K and leaving 13,148 shares worth $2.68M. The position accounts for 0.4% of the portfolio, ranked #57.

CMH Wealth Management first reported a position in CVX in Q4 2016 and has held it in 16 quarters since. The position peaked at $2.78M in Q1 2026. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

CMH Wealth Management held 13,148 shares of Chevron worth $2.68M as of Q3 2026.
CMH Wealth Management sold 927 Chevron shares in Q3 2026, an estimated $183K.
Chevron made up 0.4% of CMH Wealth Management's portfolio in Q3 2026, its #57 holding.
CMH Wealth Management first reported a position in Chevron in Q4 2016 and has held it in 16 quarters since.
CMH Wealth Management's Chevron position peaked at $2.78M in Q1 2026.
2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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