FEG
CVX icon

Financial Enhancement Group’s Chevron CVX Stock Holding History

Financial Enhancement Group’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 		$318K Sell
1,549
-7
-0.4% -$1.38K 0.04% 120
2026
Q2 		$258K Buy
1,556
+28
+2% +$5.21K 0.03% 129
2026
Q1 		$281K Buy
1,528
+48
+3% +$8.75K 0.03% 130
2025
Q4 		$247K Buy
1,480
+4
+0.3% +$609 0.03% 131
2025
Q3 		$227K Buy
1,476
+153
+12% +$23.7K 0.03% 128
2025
Q2 		$205K Buy
+1,323
New +$187K 0.03% 127
2025
Q1 		– Sell
-1,300
Closed -$202K – 114
2024
Q4 		$202K Sell
1,300
-233
-15% -$35.7K 0.03% 116
2024
Q3 		$235K Buy
1,533
+186
+14% +$27.7K 0.05% 112
2024
Q2 		$206K Buy
1,347
+66
+5% +$10.5K 0.03% 114
2024
Q1 		$204K Buy
+1,281
New +$193K 0.03% 114
2023
Q4 		– Sell
-1,633
Closed -$270K – 114
2023
Q3 		$270K Hold
1,633
– – 0.05% 110
2023
Q2 		$261K Buy
1,633
+100
+7% +$16K 0.05% 113
2023
Q1 		$235K Buy
1,533
+191
+14% +$32K 0.05% 112
2022
Q4 		$228K Hold
1,342
– – 0.04% 112
2022
Q3 		$193K Buy
1,342
+310
+30% +$47.3K 0.04% 100
2022
Q2 		$149K Hold
1,032
– – 0.03% 106
2022
Q1 		$168K Hold
1,032
– – 0.03% 109
2021
Q4 		$121K Hold
1,032
– – 0.02% 119
2021
Q3 		$105K Hold
1,032
– – 0.02% 119
2021
Q2 		$108K Hold
1,032
– – 0.02% 106
2021
Q1 		$108K Sell
1,032
-146
-12% -$14.3K 0.02% 106
2020
Q4 		$99K Buy
1,178
+300
+34% +$24.3K 0.02% 116
2020
Q3 		$63K Hold
878
– – 0.01% 117
2020
Q2 		$78K Sell
878
-119
-12% -$10.7K 0.02% 117
2020
Q1 		$72K Hold
997
– – 0.02% 117
2019
Q4 		$120K Hold
997
– – 0.03% 96
2019
Q3 		$118K Hold
997
– – 0.03% 91
2019
Q2 		$124K Hold
997
– – 0.04% 99
2019
Q1 		$123K Buy
997
+119
+14% +$14.1K 0.04% 104
2018
Q4 		$107K Hold
878
– – 0.03% 103
2018
Q3 		$107K Hold
878
– – 0.03% 103
2018
Q2 		$111K Hold
878
– – 0.04% 96
2018
Q1 		$100K Buy
+878
New +$105K 0.04% 102

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

Financial Enhancement Group's CVX Position: Q3 2026 in Review

Financial Enhancement Group reduced its Chevron (CVX) stake by 0.45% in Q3 2026, selling an estimated $1.38K and leaving 1,549 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #120.

Financial Enhancement Group first reported a position in CVX in Q1 2018 and has held it in 33 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Financial Enhancement Group held 1,549 shares of Chevron worth $318K as of Q3 2026.
  • Financial Enhancement Group sold 7 Chevron shares in Q3 2026, an estimated $1.38K.
  • Chevron made up 0.04% of Financial Enhancement Group's portfolio in Q3 2026, its #120 holding.
  • Financial Enhancement Group first reported a position in Chevron in Q1 2018 and has held it in 33 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.