Diversified Enterprises’s Chevron CVX Stock Holding History

Diversified Enterprises’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	$1.96M	Buy	9,614 +582	+6%	+$115K	0.09%	102
2026 Q2	$1.5M	Sell	9,032 -1,139	-11%	-$212K	0.07%	120
2026 Q1	$2.1M	Buy	10,171 +137	+1%	+$25K	0.12%	87
2025 Q4	$1.53M	Buy	10,034 +2,963	+42%	+$451K	0.09%	97
2025 Q3	$1.1M	Sell	7,071 -48	-0.7%	-$7.43K	0.07%	94
2025 Q2	$1.02M	Buy	7,119 +315	+5%	+$44.4K	0.08%	96
2025 Q1	$1.14M	Buy	6,804 +1,106	+19%	+$173K	0.1%	86
2024 Q4	$825K	Buy	5,698 +379	+7%	+$58K	0.08%	87
2024 Q3	$783K	Buy	+5,319	New	+$792K	0.09%	90

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Diversified Enterprises's CVX Position: Q3 2026 in Review

Diversified Enterprises increased its Chevron (CVX) stake by 6.4% in Q3 2026, buying an estimated $115K and bringing the position to 9,614 shares worth $1.96M. The position accounts for 0.09% of the portfolio, ranked #102.

Diversified Enterprises first reported a position in CVX in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.1M in Q1 2026. 1,951 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Diversified Enterprises held 9,614 shares of Chevron worth $1.96M as of Q3 2026.
Diversified Enterprises bought 582 Chevron shares in Q3 2026, an estimated $115K.
Chevron made up 0.09% of Diversified Enterprises's portfolio in Q3 2026, its #102 holding.
Diversified Enterprises first reported a position in Chevron in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's Chevron position peaked at $2.1M in Q1 2026.
1,951 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.