GK Wealth Management’s Chevron CVX Stock Holding History

GK 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	$562K	Sell	2,751 -546	-17%	-$108K	0.32%	65
2026 Q2	$546K	Sell	3,297 -596	-15%	-$111K	0.29%	84
2026 Q1	$820K	Buy	3,893 +706	+22%	+$129K	0.71%	22
2025 Q4	$486K	Sell	3,187 -174	-5%	-$26.5K	0.32%	80
2025 Q3	$522K	Sell	3,361 -44	-1%	-$6.81K	0.38%	66
2025 Q2	$488K	Buy	3,405 +315	+10%	+$44.4K	0.44%	58
2025 Q1	$517K	Buy	3,090 +91	+3%	+$14.2K	0.59%	44
2024 Q4	$434K	Buy	+2,999	New	+$459K	0.55%	44

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

GK Wealth Management reduced its Chevron (CVX) stake by 17% in Q3 2026, selling an estimated $108K and leaving 2,751 shares worth $562K. The position accounts for 0.32% of the portfolio, ranked #65.

GK Wealth Management first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $820K in Q1 2026. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

GK Wealth Management held 2,751 shares of Chevron worth $562K as of Q3 2026.
GK Wealth Management sold 546 Chevron shares in Q3 2026, an estimated $108K.
Chevron made up 0.32% of GK Wealth Management's portfolio in Q3 2026, its #65 holding.
GK Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
GK Wealth Management's Chevron position peaked at $820K in Q1 2026.
2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.