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

Finer 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 		$3.16M Buy
15,466
+150
+1% +$29.5K 1.25% 23
2026
Q2 		$2.54M Sell
15,316
-107
-0.7% -$19.9K 1.13% 23
2026
Q1 		$3.19M Sell
15,423
-92
-0.6% -$16.8K 1.6% 19
2025
Q4 		$2.36M Sell
15,515
-86
-0.6% -$13.1K 1.14% 26
2025
Q3 		$2.42M Sell
15,601
-179
-1% -$27.7K 1.21% 28
2025
Q2 		$2.26M Sell
15,780
-331
-2% -$46.7K 1.21% 26
2025
Q1 		$2.7M Buy
16,111
+658
+4% +$103K 1.61% 19
2024
Q4 		$2.24M Sell
15,453
-246
-2% -$37.7K 1.28% 24
2024
Q3 		$2.31M Sell
15,699
-104
-0.7% -$15.5K 1.43% 21
2024
Q2 		$2.47M Buy
15,803
+273
+2% +$43.5K 1.59% 17
2024
Q1 		$2.45M Sell
15,530
-134
-0.9% -$20.2K 1.61% 18
2023
Q4 		$2.34M Sell
15,664
-413
-3% -$62.5K 1.74% 18
2023
Q3 		$2.71M Sell
16,077
-581
-3% -$93.8K 2.17% 13
2023
Q2 		$2.62M Sell
16,658
-141
-0.8% -$22.6K 2.05% 13
2023
Q1 		$2.74M Buy
16,799
+598
+4% +$100K 2.32% 11
2022
Q4 		$2.91M Buy
16,201
+301
+2% +$52.5K 2.72% 10
2022
Q3 		$2.28M Buy
15,900
+335
+2% +$51.1K 2.25% 14
2022
Q2 		$2.25M Buy
15,565
+1,440
+10% +$238K 2.06% 16
2022
Q1 		$2.3M Buy
14,125
+861
+6% +$123K 1.88% 18
2021
Q4 		$1.56M Buy
+13,264
New +$1.51M 1.29% 24

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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 $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Finer Wealth Management increased its Chevron (CVX) stake by 0.98% in Q3 2026, buying an estimated $29.5K and bringing the position to 15,466 shares worth $3.16M. The position accounts for 1.25% of the portfolio, ranked #23.

Finer Wealth Management first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.19M in Q1 2026. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Finer Wealth Management held 15,466 shares of Chevron worth $3.16M as of Q3 2026.
  • Finer Wealth Management bought 150 Chevron shares in Q3 2026, an estimated $29.5K.
  • Chevron made up 1.25% of Finer Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Finer Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • Finer Wealth Management's Chevron position peaked at $3.19M in Q1 2026.
  • 1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.