Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Chevron CVX Stock Holding History

Fifth Third 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 		$11.8M Buy
57,579
+1,255
+2% +$247K 0.31% 58
2026
Q2 		$9.34M Buy
56,324
+2,978
+6% +$554K 0.26% 68
2026
Q1 		$11M Buy
53,346
+4,079
+8% +$744K 0.37% 44
2025
Q4 		$7.51M Buy
49,267
+930
+2% +$142K 0.26% 60
2025
Q3 		$7.51M Buy
48,337
+5,526
+13% +$856K 0.28% 56
2025
Q2 		$6.13M Buy
42,811
+4,166
+11% +$587K 0.26% 65
2025
Q1 		$6.46M Buy
38,645
+5,372
+16% +$841K 0.33% 47
2024
Q4 		$4.82M Sell
33,273
-3,726
-10% -$570K 0.26% 59
2024
Q3 		$5.45M Buy
36,999
+4,113
+13% +$612K 0.33% 48
2024
Q2 		$5.14M Buy
32,886
+17,877
+119% +$2.85M 0.39% 42
2024
Q1 		$2.37M Buy
15,009
+3,565
+31% +$538K 0.37% 53
2023
Q4 		$1.71M Sell
11,444
-2,414
-17% -$365K 0.55% 44
2023
Q3 		$2.34M Buy
13,858
+6,171
+80% +$997K 0.94% 24
2023
Q2 		$1.21M Buy
7,687
+3,694
+93% +$592K 0.78% 36
2023
Q1 		$651K Buy
+3,993
New +$669K 1.21% 30

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fifth Third Wealth Advisors's CVX Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Chevron (CVX) stake by 2.2% in Q3 2026, buying an estimated $247K and bringing the position to 57,579 shares worth $11.8M. The position accounts for 0.31% of the portfolio, ranked #58.

Fifth Third Wealth Advisors first reported a position in CVX in Q1 2023 and has held it in 15 quarters since. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Fifth Third Wealth Advisors held 57,579 shares of Chevron worth $11.8M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 1,255 Chevron shares in Q3 2026, an estimated $247K.
  • Chevron made up 0.31% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #58 holding.
  • Fifth Third Wealth Advisors first reported a position in Chevron in Q1 2023 and has held it in 15 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.