CV Advisors
CVX icon

CV Advisors’s Chevron CVX Stock Holding History

CV Advisors’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 		$1.21M Hold
5,925
– – 0.2% 48
2026
Q2 		$982K Hold
5,925
– – 0.18% 58
2026
Q1 		$1.23M Hold
5,925
– – 0.33% 22
2025
Q4 		$903K Sell
5,925
-620
-9% -$94.4K 0.23% 26
2025
Q3 		$1.02M Buy
6,545
+670
+11% +$104K 0.28% 23
2025
Q2 		$841K Sell
5,875
-115
-2% -$16.2K 0.26% 21
2025
Q1 		$983K Buy
5,990
+115
+2% +$18K 0.35% 18
2024
Q4 		$851K Buy
+5,875
New +$899K 0.3% 19

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

CV Advisors's CVX Position: Q3 2026 in Review

CV Advisors held its Chevron (CVX) position steady in Q3 2026 at 5,925 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #48.

CV Advisors first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q1 2026. 1,185 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • CV Advisors held 5,925 shares of Chevron worth $1.21M as of Q3 2026.
  • CV Advisors left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.2% of CV Advisors's portfolio in Q3 2026, its #48 holding.
  • CV Advisors first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • CV Advisors's Chevron position peaked at $1.23M in Q1 2026.
  • 1,185 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.