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Global Wealth Strategies & Associates’s Chevron CVX Stock Holding History

Global Wealth Strategies & Associates’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 		$265K Buy
+1,296
New +$255K 0.05% 89
2026
Q2 		– Sell
-848
Closed -$175K – 176
2026
Q1 		$175K Sell
848
-36
-4% -$6.57K 0.04% 87
2025
Q4 		$135K Buy
884
+86
+11% +$13.1K 0.03% 85
2025
Q3 		$124K Buy
798
+598
+299% +$92.6K 0.03% 86
2025
Q2 		$28.6K Sell
200
-55
-22% -$7.75K 0.01% 146
2025
Q1 		$42.7K Hold
255
– – 0.01% 133
2024
Q4 		$37K Hold
255
– – 0.01% 125
2024
Q3 		$37.5K Sell
255
-55
-18% -$8.19K 0.01% 112
2024
Q2 		$48.5K Hold
310
– – 0.02% 90
2024
Q1 		$48.8K Buy
310
+1
+0.3% +$151 0.02% 91
2023
Q4 		$46.1K Buy
309
+1
+0.3% +$151 0.02% 89
2023
Q3 		$52K Buy
308
+52
+20% +$8.4K 0.02% 76
2023
Q2 		$40.3K Hold
256
– – 0.02% 87
2023
Q1 		$41.8K Hold
256
– – 0.02% 83
2022
Q4 		$45.9K Buy
+256
New +$44.7K 0.03% 78

Other funds holding CVX

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
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Global Wealth Strategies & Associates's CVX Position: Q3 2026 in Review

Global Wealth Strategies & Associates opened a new position in Chevron (CVX) in Q3 2026: 1,296 shares worth $265K. The stake represents 0.05% of the portfolio and ranks #89 among its holdings. This is a return to the name: Global Wealth Strategies & Associates previously reported a position in CVX as recently as Q1 2026.

Global Wealth Strategies & Associates first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Global Wealth Strategies & Associates held 1,296 shares of Chevron worth $265K as of Q3 2026.
  • Chevron was a new Global Wealth Strategies & Associates position in Q3 2026.
  • Chevron made up 0.05% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #89 holding.
  • Global Wealth Strategies & Associates first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.