Encompass Wealth Advisors
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Encompass Wealth Advisors’s Chevron CVX Stock Holding History

Encompass Wealth 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 		$1.52M Buy
7,452
+4,289
+136% +$845K 0.23% 52
2026
Q2 		$524K Buy
3,163
+2
+0.1% +$372 0.16% 59
2026
Q1 		$654K Sell
3,161
-701
-18% -$128K 0.23% 48
2025
Q4 		$589K Buy
3,862
+66
+2% +$10.1K 0.2% 52
2025
Q3 		$589K Sell
3,796
-71
-2% -$11K 0.2% 58
2025
Q2 		$554K Buy
3,867
+4
+0.1% +$564 0.2% 55
2025
Q1 		$646K Sell
3,863
-80
-2% -$12.5K 0.26% 53
2024
Q4 		$571K Sell
3,943
-2,261
-36% -$346K 0.23% 56
2024
Q3 		$914K Buy
6,204
+251
+4% +$37.4K 0.23% 90
2024
Q2 		$931K Sell
5,953
-243
-4% -$38.7K 0.25% 84
2024
Q1 		$977K Sell
6,196
-2
-0% -$302 0.26% 83
2023
Q4 		$924K Buy
6,198
+112
+2% +$16.9K 0.28% 70
2023
Q3 		$1.03M Sell
6,086
-23
-0.4% -$3.72K 0.34% 59
2023
Q2 		$961K Sell
6,109
-13
-0.2% -$2.08K 0.31% 60
2023
Q1 		$999K Buy
6,122
+2,200
+56% +$369K 0.34% 57
2022
Q4 		$704K Sell
3,922
-11
-0.3% -$1.92K 0.26% 70
2022
Q3 		$565K Sell
3,933
-59
-1% -$9K 0.21% 90
2022
Q2 		$578K Sell
3,992
-84
-2% -$13.9K 0.2% 93
2022
Q1 		$664K Buy
4,076
+169
+4% +$24.2K 0.17% 105
2021
Q4 		$458K Sell
3,907
-1
-0% -$114 0.11% 137
2021
Q3 		$396K Sell
3,908
-2,202
-36% -$220K 0.1% 147
2021
Q2 		$640K Buy
6,110
+100
+2% +$10.6K 0.16% 115
2021
Q1 		$637K Sell
6,010
-316
-5% -$30.9K 0.16% 110
2020
Q4 		$534K Buy
+6,326
New +$512K 0.31% 59

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Encompass Wealth Advisors's CVX Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Chevron (CVX) stake by 136% in Q3 2026, buying an estimated $845K and bringing the position to 7,452 shares worth $1.52M. The position accounts for 0.23% of the portfolio, ranked #52.

Encompass Wealth Advisors first reported a position in CVX in Q4 2020 and has held it in 24 quarters since. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Encompass Wealth Advisors held 7,452 shares of Chevron worth $1.52M as of Q3 2026.
  • Encompass Wealth Advisors bought 4,289 Chevron shares in Q3 2026, an estimated $845K.
  • Chevron made up 0.23% of Encompass Wealth Advisors's portfolio in Q3 2026, its #52 holding.
  • Encompass Wealth Advisors first reported a position in Chevron in Q4 2020 and has held it in 24 quarters since.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.