Echo45 Advisors’s Chevron CVX Stock Holding History

Echo45 Advisors’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	$262K	Buy	+1,281	New	+$252K	0.12%	91
2023 Q2	–	Sell	-1,269	Closed	-$207K	–	48
2023 Q1	$207K	Sell	1,269 -18	-1%	-$3.02K	0.17%	48
2022 Q4	$231K	Buy	+1,287	New	+$225K	0.21%	46
2022 Q3	–	Sell	-1,521	Closed	-$220K	–	42
2022 Q2	$220K	Sell	1,521 -1,099	-42%	-$182K	0.21%	43
2022 Q1	$427K	Sell	2,620 -698	-21%	-$100K	0.33%	37
2021 Q4	$389K	Buy	+3,318	New	+$377K	0.31%	53

Other funds holding CVX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Echo45 Advisors's CVX Position: Q3 2026 in Review

Echo45 Advisors opened a new position in Chevron (CVX) in Q3 2026: 1,281 shares worth $262K. The stake represents 0.12% of the portfolio and ranks #91 among its holdings. This is a return to the name: Echo45 Advisors previously reported a position in CVX as recently as Q1 2023.

Echo45 Advisors first reported a position in CVX in Q4 2021 and has held it in 6 quarters since. The position peaked at $427K in Q1 2022. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Echo45 Advisors held 1,281 shares of Chevron worth $262K as of Q3 2026.
Chevron was a new Echo45 Advisors position in Q3 2026.
Chevron made up 0.12% of Echo45 Advisors's portfolio in Q3 2026, its #91 holding.
Echo45 Advisors first reported a position in Chevron in Q4 2021 and has held it in 6 quarters since.
Echo45 Advisors's Chevron position peaked at $427K in Q1 2022.
1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.