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Defined Wealth Management’s Chevron CVX Stock Holding History

Defined Wealth Management’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 		$957K Buy
4,689
+29
+0.6% +$5.71K 0.49% 53
2026
Q2 		$772K Buy
4,660
+3
+0.1% +$558 0.4% 60
2026
Q1 		$964K Buy
4,657
+77
+2% +$14K 0.56% 50
2025
Q4 		$698K Sell
4,580
-6
-0.1% -$914 0.4% 58
2025
Q3 		$712K Buy
4,586
+137
+3% +$21.2K 0.41% 57
2025
Q2 		$637K Sell
4,449
-41
-0.9% -$5.78K 0.39% 57
2025
Q1 		$751K Sell
4,490
-3
-0.1% -$470 0.51% 52
2024
Q4 		$651K Buy
4,493
+26
+0.6% +$3.98K 0.43% 54
2024
Q3 		$658K Buy
4,467
+84
+2% +$12.5K 0.43% 56
2024
Q2 		$686K Buy
4,383
+46
+1% +$7.34K 0.48% 54
2024
Q1 		$684K Buy
4,337
+56
+1% +$8.45K 0.49% 55
2023
Q4 		$639K Sell
4,281
-12
-0.3% -$1.82K 0.49% 52
2023
Q3 		$724K Buy
4,293
+46
+1% +$7.43K 0.62% 46
2023
Q2 		$668K Buy
4,247
+10
+0.2% +$1.6K 0.56% 47
2023
Q1 		$691K Buy
4,237
+2
+0% +$335 0.65% 43
2022
Q4 		$760K Buy
4,235
+2
+0% +$349 0.71% 40
2022
Q3 		$608K Buy
4,233
+2
+0% +$305 0.66% 37
2022
Q2 		$612K Buy
4,231
+2
+0% +$331 0.63% 38
2022
Q1 		$689K Buy
4,229
+3
+0.1% +$430 0.61% 35
2021
Q4 		$496K Buy
4,226
+2
+0% +$227 0.41% 55
2021
Q3 		$428K Buy
4,224
+4
+0.1% +$399 0.38% 61
2021
Q2 		$442K Buy
4,220
+3
+0.1% +$317 0.39% 59
2021
Q1 		$442K Buy
4,217
+3
+0.1% +$293 0.42% 53
2020
Q4 		$356K Buy
+4,214
New +$341K 0.35% 62

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
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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Defined Wealth Management's CVX Position: Q3 2026 in Review

Defined Wealth Management increased its Chevron (CVX) stake by 0.62% in Q3 2026, buying an estimated $5.71K and bringing the position to 4,689 shares worth $957K. The position accounts for 0.49% of the portfolio, ranked #53.

Defined Wealth Management first reported a position in CVX in Q4 2020 and has held it in 24 quarters since. The position peaked at $964K in Q1 2026. 1,000 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Defined Wealth Management held 4,689 shares of Chevron worth $957K as of Q3 2026.
  • Defined Wealth Management bought 29 Chevron shares in Q3 2026, an estimated $5.71K.
  • Chevron made up 0.49% of Defined Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Defined Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 24 quarters since.
  • Defined Wealth Management's Chevron position peaked at $964K in Q1 2026.
  • 1,000 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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