Consilium Wealth Advisory
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Consilium Wealth Advisory’s Chevron CVX Stock Holding History

Consilium Wealth Advisory’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 		$1.64M Buy
8,042
+262
+3% +$51.6K 0.49% 41
2026
Q2 		$1.29M Buy
7,780
+263
+3% +$49K 0.38% 44
2026
Q1 		$1.56M Buy
7,517
+1,753
+30% +$320K 0.53% 35
2025
Q4 		$878K Buy
5,764
+307
+6% +$46.8K 0.32% 50
2025
Q3 		$847K Buy
5,457
+235
+5% +$36.4K 0.33% 52
2025
Q2 		$748K Sell
5,222
-819
-14% -$115K 0.32% 52
2025
Q1 		$1.01M Sell
6,041
-47
-0.8% -$7.36K 0.51% 39
2024
Q4 		$882K Buy
6,088
+739
+14% +$113K 0.42% 45
2024
Q3 		$788K Buy
5,349
+236
+5% +$35.1K 0.43% 43
2024
Q2 		$800K Buy
5,113
+1,351
+36% +$215K 0.44% 43
2024
Q1 		$593K Buy
3,762
+221
+6% +$33.3K 0.33% 52
2023
Q4 		$528K Buy
3,541
+1,943
+122% +$294K 0.32% 56
2023
Q3 		$269K Sell
1,598
-4,754
-75% -$768K 0.19% 71
2023
Q2 		$1000K Sell
6,352
-621
-9% -$100K 0.69% 27
2023
Q1 		$1.14M Sell
6,973
-897
-11% -$150K 0.97% 21
2022
Q4 		$1.41M Buy
7,870
+2,081
+36% +$363K 1.2% 18
2022
Q3 		$832K Sell
5,789
-304
-5% -$46.4K 0.93% 25
2022
Q2 		$882K Buy
6,093
+65
+1% +$10.7K 0.95% 29
2022
Q1 		$982K Sell
6,028
-1,852
-24% -$266K 0.7% 31
2021
Q4 		$925K Buy
+7,880
New +$895K 0.6% 43

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Consilium Wealth Advisory's CVX Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Chevron (CVX) stake by 3.4% in Q3 2026, buying an estimated $51.6K and bringing the position to 8,042 shares worth $1.64M. The position accounts for 0.49% of the portfolio, ranked #41.

Consilium Wealth Advisory first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. 2,060 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Consilium Wealth Advisory held 8,042 shares of Chevron worth $1.64M as of Q3 2026.
  • Consilium Wealth Advisory bought 262 Chevron shares in Q3 2026, an estimated $51.6K.
  • Chevron made up 0.49% of Consilium Wealth Advisory's portfolio in Q3 2026, its #41 holding.
  • Consilium Wealth Advisory first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • 2,060 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.