DiNuzzo Private Wealth
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DiNuzzo Private Wealth’s Chevron CVX Stock Holding History

DiNuzzo 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 		$114K Buy
558
+44
+9% +$8.66K 0.01% 107
2026
Q2 		$85.2K Hold
514
– – 0.01% 119
2026
Q1 		$106K Sell
514
-10
-2% -$1.82K 0.01% 101
2025
Q4 		$79.9K Sell
524
-183
-26% -$27.9K 0.01% 116
2025
Q3 		$114K Buy
707
+16
+2% +$2.48K 0.01% 93
2025
Q2 		$98.9K Buy
691
+162
+31% +$22.8K 0.01% 103
2025
Q1 		$88.5K Buy
529
+6
+1% +$939 0.01% 107
2024
Q4 		$75.8K Sell
523
-45
-8% -$6.89K 0.01% 115
2024
Q3 		$83.6K Buy
568
+3
+0.5% +$447 0.01% 114
2024
Q2 		$88.4K Buy
565
+22
+4% +$3.51K 0.01% 78
2024
Q1 		$85.7K Sell
543
-1
-0.2% -$151 0.01% 73
2023
Q4 		$81.1K Buy
+544
New +$82.3K 0.01% 72

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 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

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

DiNuzzo Private Wealth increased its Chevron (CVX) stake by 8.6% in Q3 2026, buying an estimated $8.66K and bringing the position to 558 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #107.

DiNuzzo Private Wealth first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. 1,649 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • DiNuzzo Private Wealth held 558 shares of Chevron worth $114K as of Q3 2026.
  • DiNuzzo Private Wealth bought 44 Chevron shares in Q3 2026, an estimated $8.66K.
  • Chevron made up 0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #107 holding.
  • DiNuzzo Private Wealth first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • 1,649 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.