EPG Wealth Management
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EPG Wealth Management’s Chevron CVX Stock Holding History

EPG Wealth 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 		$2.95M Buy
14,424
+1,324
+10% +$261K 0.68% 40
2026
Q2 		$2.17M Sell
13,100
-1,800
-12% -$335K 0.52% 52
2026
Q1 		$3.08M Buy
14,900
+1,242
+9% +$226K 0.84% 26
2025
Q4 		$2.08M Buy
13,658
+466
+4% +$71K 0.56% 44
2025
Q3 		$2.05M Buy
13,192
+764
+6% +$118K 0.56% 47
2025
Q2 		$1.78M Sell
12,428
-200
-2% -$28.2K 0.53% 51
2025
Q1 		$2.11M Buy
12,628
+1,497
+13% +$234K 0.59% 36
2024
Q4 		$1.61M Sell
11,131
-150
-1% -$23K 0.43% 61
2024
Q3 		$1.66M Buy
+11,281
New +$1.68M 0.42% 63
2024
Q2 		– Sell
-11,223
Closed -$1.79M – 62
2024
Q1 		$1.77M Buy
11,223
+296
+3% +$44.7K 0.43% 61
2023
Q4 		$1.65M Buy
10,927
+578
+6% +$87.4K 0.43% 60
2023
Q3 		$1.75M Buy
10,349
+1,071
+12% +$173K 0.53% 39
2023
Q2 		$1.46M Buy
9,278
+504
+6% +$80.8K 0.43% 55
2023
Q1 		$1.43M Buy
8,774
+3,524
+67% +$591K 0.45% 51
2022
Q4 		$942K Sell
5,250
-171
-3% -$29.8K 0.36% 66
2022
Q3 		$779K Buy
5,421
+349
+7% +$53.2K 0.32% 75
2022
Q2 		$734K Buy
5,072
+173
+4% +$28.6K 0.31% 77
2022
Q1 		$798K Buy
4,899
+1,030
+27% +$148K 0.28% 73
2021
Q4 		$454K Buy
3,869
+66
+2% +$7.5K 0.16% 124
2021
Q3 		$386K Sell
3,803
-533
-12% -$53.2K 0.15% 132
2021
Q2 		$454K Sell
4,336
-4
-0.1% -$422 0.19% 114
2021
Q1 		$455K Buy
+4,340
New +$424K 0.22% 104
2020
Q3 		– Sell
-2,584
Closed -$231K – 127
2020
Q2 		$231K Buy
2,584
+97
+4% +$8.68K 0.16% 124
2020
Q1 		$180K Buy
2,487
+1,299
+109% +$128K 0.13% 130
2019
Q4 		$143K Buy
+1,188
New +$140K 0.1% 124

Other funds holding CVX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

EPG Wealth Management's CVX Position: Q3 2026 in Review

EPG Wealth Management increased its Chevron (CVX) stake by 10% in Q3 2026, buying an estimated $261K and bringing the position to 14,424 shares worth $2.95M. The position accounts for 0.68% of the portfolio, ranked #40.

EPG Wealth Management first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.08M in Q1 2026. 2,380 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • EPG Wealth Management held 14,424 shares of Chevron worth $2.95M as of Q3 2026.
  • EPG Wealth Management bought 1,324 Chevron shares in Q3 2026, an estimated $261K.
  • Chevron made up 0.68% of EPG Wealth Management's portfolio in Q3 2026, its #40 holding.
  • EPG Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's Chevron position peaked at $3.08M in Q1 2026.
  • 2,380 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.