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Fortress Financial Solutions’s Chevron CVX Stock Holding History

Fortress Financial Solutions’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 		$523K Buy
+2,559
New +$504K 0.44% 43
2026
Q1 		$220K Buy
+1,065
New +$194K 0.23% 54

Other funds holding CVX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fortress Financial Solutions's CVX Position: Q3 2026 in Review

Fortress Financial Solutions opened a new position in Chevron (CVX) in Q3 2026: 2,559 shares worth $523K. The stake represents 0.44% of the portfolio and ranks #43 among its holdings. This is a return to the name: Fortress Financial Solutions previously reported a position in CVX as recently as Q1 2026.

Fortress Financial Solutions first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 539 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Fortress Financial Solutions held 2,559 shares of Chevron worth $523K as of Q3 2026.
  • Chevron was a new Fortress Financial Solutions position in Q3 2026.
  • Chevron made up 0.44% of Fortress Financial Solutions's portfolio in Q3 2026, its #43 holding.
  • Fortress Financial Solutions first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • 539 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Fortress Financial Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.