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Diversified Management’s Chevron CVX Stock Holding History

Diversified 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 		$1.22M Buy
5,981
+4,501
+304% +$886K 0.21% 98
2026
Q2 		$245K Sell
1,480
-4,469
-75% -$832K 0.05% 158
2026
Q1 		$1.23M Buy
+5,949
New +$1.08M 0.21% 112

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Diversified Management's CVX Position: Q3 2026 in Review

Diversified Management increased its Chevron (CVX) stake by 304% in Q3 2026, buying an estimated $886K and bringing the position to 5,981 shares worth $1.22M. The position accounts for 0.21% of the portfolio, ranked #98.

Diversified Management first reported a position in CVX in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.23M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Diversified Management held 5,981 shares of Chevron worth $1.22M as of Q3 2026.
  • Diversified Management bought 4,501 Chevron shares in Q3 2026, an estimated $886K.
  • Chevron made up 0.21% of Diversified Management's portfolio in Q3 2026, its #98 holding.
  • Diversified Management first reported a position in Chevron in Q1 2026 and has held it in 3 quarters since.
  • Diversified Management's Chevron position peaked at $1.23M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.