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

Foguth 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 		$963K Buy
4,279
+76
+2% +$15K 0.1% 98
2026
Q2 		$797K Buy
4,203
+686
+20% +$128K 0.09% 94
2026
Q1 		$642K Buy
3,517
+37
+1% +$6.75K 0.07% 104
2025
Q4 		$542K Buy
+3,480
New +$530K 0.08% 95
2025
Q2 		$1.26M Buy
+8,801
New +$1.24M 0.27% 59

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

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

Foguth Wealth Management increased its Chevron (CVX) stake by 1.8% in Q3 2026, buying an estimated $15K and bringing the position to 4,279 shares worth $963K. The position accounts for 0.1% of the portfolio, ranked #98.

Foguth Wealth Management first reported a position in CVX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q2 2025. 2,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Foguth Wealth Management held 4,279 shares of Chevron worth $963K as of Q3 2026.
  • Foguth Wealth Management bought 76 Chevron shares in Q3 2026, an estimated $15K.
  • Chevron made up 0.1% of Foguth Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Foguth Wealth Management first reported a position in Chevron in Q2 2025 and has held it in 5 quarters since.
  • Foguth Wealth Management's Chevron position peaked at $1.26M in Q2 2025.
  • 2,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.