CWC Advisors
CVX icon

CWC Advisors’s Chevron CVX Stock Holding History

CWC 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 		$273K Buy
1,337
+12
+0.9% +$2.36K 0.13% 133
2026
Q2 		$220K Buy
1,325
+66
+5% +$12.3K 0.1% 148
2026
Q1 		$260K Buy
+1,259
New +$230K 0.12% 130

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
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
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

CWC Advisors's CVX Position: Q3 2026 in Review

CWC Advisors increased its Chevron (CVX) stake by 0.91% in Q3 2026, buying an estimated $2.36K and bringing the position to 1,337 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #133.

CWC Advisors first reported a position in CVX in Q1 2026 and has held it in 3 quarters since. 1,366 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • CWC Advisors held 1,337 shares of Chevron worth $273K as of Q3 2026.
  • CWC Advisors bought 12 Chevron shares in Q3 2026, an estimated $2.36K.
  • Chevron made up 0.13% of CWC Advisors's portfolio in Q3 2026, its #133 holding.
  • CWC Advisors first reported a position in Chevron in Q1 2026 and has held it in 3 quarters since.
  • 1,366 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.