FORM Wealth Advisors’s Chevron CVX Stock Holding History

FORM 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	$519K	Buy	2,539 +3	+0.1%	+$591	0.06%	35
2026 Q2	$420K	Buy	2,536 +4	+0.2%	+$745	0.05%	40
2026 Q1	$524K	Sell	2,532 -57	-2%	-$10.4K	0.06%	35
2025 Q4	$395K	Buy	+2,589	New	+$394K	0.05%	41
2025 Q2	$370K	Buy	2,581 +29	+1%	+$4.09K	0.04%	41
2025 Q1	$427K	Buy	+2,552	New	+$400K	0.06%	35

Other funds holding CVX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

FORM Wealth Advisors's CVX Position: Q3 2026 in Review

FORM Wealth Advisors increased its Chevron (CVX) stake by 0.12% in Q3 2026, buying an estimated $591 and bringing the position to 2,539 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #35.

FORM Wealth Advisors first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $524K in Q1 2026. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

FORM Wealth Advisors held 2,539 shares of Chevron worth $519K as of Q3 2026.
FORM Wealth Advisors bought 3 Chevron shares in Q3 2026, an estimated $591.
Chevron made up 0.06% of FORM Wealth Advisors's portfolio in Q3 2026, its #35 holding.
FORM Wealth Advisors first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's Chevron position peaked at $524K in Q1 2026.
1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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