Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Chevron CVX Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-500
Closed -$82.9K – 1051
2026
Q2 		$82.9K Buy
+500
New +$93.1K ﹤0.01% 1034

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

Dynamic Advisor Solutions's CVX Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Chevron (CVX) stake by 0.18% in Q3 2026, selling an estimated $37.2K and leaving 102,698 shares worth $21M. The position accounts for 0.6% of the portfolio, ranked #35.

Dynamic Advisor Solutions first reported a position in CVX in Q4 2013 and has held it in 52 quarters since. The position peaked at $21.4M in Q1 2026. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Dynamic Advisor Solutions held 102,698 shares of Chevron worth $21M as of Q3 2026.
  • Dynamic Advisor Solutions sold 189 Chevron shares in Q3 2026, an estimated $37.2K.
  • Chevron made up 0.6% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #35 holding.
  • Dynamic Advisor Solutions first reported a position in Chevron in Q4 2013 and has held it in 52 quarters since.
  • Dynamic Advisor Solutions's Chevron position peaked at $21.4M in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.