EWP
CVX icon

Elevation Wealth Partners’s Chevron CVX Stock Holding History

Elevation Wealth Partners’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 		$797K Buy
3,902
+30
+0.8% +$5.91K 0.22% 59
2026
Q2 		$642K Buy
3,872
+143
+4% +$26.6K 0.19% 72
2026
Q1 		$772K Buy
3,729
+25
+0.7% +$4.56K 0.28% 52
2025
Q4 		$565K Sell
3,704
-136
-4% -$20.7K 0.2% 67
2025
Q3 		$596K Sell
3,840
-184
-5% -$28.5K 0.21% 68
2025
Q2 		$576K Buy
4,024
+34
+0.9% +$4.79K 0.23% 65
2025
Q1 		$668K Buy
3,990
+3
+0.1% +$470 0.29% 54
2024
Q4 		$577K Sell
3,987
-162
-4% -$24.8K 0.24% 59
2024
Q3 		$611K Buy
4,149
+680
+20% +$101K 0.26% 59
2024
Q2 		$543K Sell
3,469
-102
-3% -$16.3K 0.26% 62
2024
Q1 		$563K Buy
3,571
+1,665
+87% +$251K 0.28% 61
2023
Q4 		$321K Buy
1,906
+724
+61% +$110K 0.19% 79
2023
Q3 		$199K Buy
1,182
+2
+0.2% +$323 0.17% 59
2023
Q2 		$186K Buy
1,180
+2
+0.2% +$321 0.16% 66
2023
Q1 		$192K Buy
+1,178
New +$197K 0.18% 62

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

Elevation Wealth Partners's CVX Position: Q3 2026 in Review

Elevation Wealth Partners increased its Chevron (CVX) stake by 0.77% in Q3 2026, buying an estimated $5.91K and bringing the position to 3,902 shares worth $797K. The position accounts for 0.22% of the portfolio, ranked #59.

Elevation Wealth Partners first reported a position in CVX in Q1 2023 and has held it in 15 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Elevation Wealth Partners held 3,902 shares of Chevron worth $797K as of Q3 2026.
  • Elevation Wealth Partners bought 30 Chevron shares in Q3 2026, an estimated $5.91K.
  • Chevron made up 0.22% of Elevation Wealth Partners's portfolio in Q3 2026, its #59 holding.
  • Elevation Wealth Partners first reported a position in Chevron in Q1 2023 and has held it in 15 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.