Cove Private Wealth
CVX icon

Cove Private Wealth’s Chevron CVX Stock Holding History

Cove Private Wealth’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 		$3.22M Buy
15,779
+532
+3% +$105K 0.57% 36
2026
Q2 		$2.53M Buy
15,247
+2,875
+23% +$535K 0.49% 38
2026
Q1 		$2.56M Buy
12,372
+2,727
+28% +$497K 0.58% 33
2025
Q4 		$1.47M Sell
9,645
-1,995
-17% -$304K 0.44% 54
2025
Q3 		$1.81M Sell
11,640
-160
-1% -$24.8K 0.57% 42
2025
Q2 		$1.69M Buy
11,800
+1,662
+16% +$234K 0.6% 39
2025
Q1 		$1.7M Buy
10,138
+923
+10% +$144K 0.89% 31
2024
Q4 		$1.33M Hold
9,215
– – 0.8% 33
2024
Q3 		$1.36M Hold
9,215
– – 1.05% 27
2024
Q2 		$1.44M Hold
9,215
– – 1.15% 23
2024
Q1 		$1.45M Hold
9,215
– – 1.24% 23
2023
Q4 		$1.37M Buy
+9,215
New +$1.39M 1.3% 25

Other funds holding CVX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Cove Private Wealth's CVX Position: Q3 2026 in Review

Cove Private Wealth increased its Chevron (CVX) stake by 3.5% in Q3 2026, buying an estimated $105K and bringing the position to 15,779 shares worth $3.22M. The position accounts for 0.57% of the portfolio, ranked #36.

Cove Private Wealth first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. 2,571 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Cove Private Wealth held 15,779 shares of Chevron worth $3.22M as of Q3 2026.
  • Cove Private Wealth bought 532 Chevron shares in Q3 2026, an estimated $105K.
  • Chevron made up 0.57% of Cove Private Wealth's portfolio in Q3 2026, its #36 holding.
  • Cove Private Wealth first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.