Crown Wealth Group
CVX icon

Crown Wealth Group’s Chevron CVX Stock Holding History

Crown Wealth Group’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 		$615K Buy
3,013
+135
+5% +$26.6K 0.15% 74
2026
Q2 		$477K Sell
2,878
-1
-0% -$186 0.12% 80
2026
Q1 		$596K Buy
2,879
+105
+4% +$19.1K 0.18% 59
2025
Q4 		$423K Buy
2,774
+362
+15% +$55.1K 0.12% 82
2025
Q3 		$375K Buy
2,412
+58
+2% +$8.98K 0.11% 78
2025
Q2 		$337K Buy
2,354
+52
+2% +$7.33K 0.13% 76
2025
Q1 		$385K Buy
2,302
+111
+5% +$17.4K 0.2% 58
2024
Q4 		$317K Buy
2,191
+26
+1% +$3.98K 0.13% 80
2024
Q3 		$319K Sell
2,165
-33
-2% -$4.91K 0.14% 81
2024
Q2 		$344K Sell
2,198
-647
-23% -$103K 0.17% 67
2024
Q1 		$449K Buy
2,845
+976
+52% +$147K 0.23% 49
2023
Q4 		$279K Buy
1,869
+217
+13% +$32.8K 0.17% 66
2023
Q3 		$279K Buy
1,652
+83
+5% +$13.4K 0.21% 53
2023
Q2 		$247K Buy
1,569
+66
+4% +$10.6K 0.19% 55
2023
Q1 		$245K Sell
1,503
-164
-10% -$27.5K 0.21% 54
2022
Q4 		$299K Sell
1,667
-1,101
-40% -$192K 0.28% 47
2022
Q3 		$398K Buy
2,768
+1,173
+74% +$179K 0.41% 36
2022
Q2 		$231K Buy
1,595
+292
+22% +$48.3K 0.21% 62
2022
Q1 		$212K Buy
+1,303
New +$187K 0.15% 88

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Crown Wealth Group's CVX Position: Q3 2026 in Review

Crown Wealth Group increased its Chevron (CVX) stake by 4.7% in Q3 2026, buying an estimated $26.6K and bringing the position to 3,013 shares worth $615K. The position accounts for 0.15% of the portfolio, ranked #74.

Crown Wealth Group first reported a position in CVX in Q1 2022 and has held it in 19 quarters since. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Crown Wealth Group held 3,013 shares of Chevron worth $615K as of Q3 2026.
  • Crown Wealth Group bought 135 Chevron shares in Q3 2026, an estimated $26.6K.
  • Chevron made up 0.15% of Crown Wealth Group's portfolio in Q3 2026, its #74 holding.
  • Crown Wealth Group first reported a position in Chevron in Q1 2022 and has held it in 19 quarters since.
  • 2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.