Ethos Capital Management
CVX icon

Ethos Capital Management’s Chevron CVX Stock Holding History

Ethos Capital 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 		$3.27M Buy
16,017
+1,456
+10% +$287K 2.18% 10
2026
Q2 		$2.41M Buy
14,561
+3,953
+37% +$736K 1.72% 19
2026
Q1 		$2.19M Buy
10,608
+1,625
+18% +$296K 1.88% 11
2025
Q4 		$1.37M Buy
+8,983
New +$1.37M 1.29% 35

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

Ethos Capital Management's CVX Position: Q3 2026 in Review

Ethos Capital Management increased its Chevron (CVX) stake by 10% in Q3 2026, buying an estimated $287K and bringing the position to 16,017 shares worth $3.27M. The position accounts for 2.18% of the portfolio, ranked #10.

Ethos Capital Management first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. 2,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Ethos Capital Management held 16,017 shares of Chevron worth $3.27M as of Q3 2026.
  • Ethos Capital Management bought 1,456 Chevron shares in Q3 2026, an estimated $287K.
  • Chevron made up 2.18% of Ethos Capital Management's portfolio in Q3 2026, its #10 holding.
  • Ethos Capital Management first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
  • 2,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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