Heirloom Wealth Management
CVX icon

Heirloom Wealth Management’s Chevron CVX Stock Holding History

Heirloom 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 		$311K Buy
1,523
+12
+0.8% +$2.36K 0.04% 54
2026
Q2 		$250K Sell
1,511
-128
-8% -$23.8K 0.04% 55
2026
Q1 		$339K Buy
1,639
+59
+4% +$10.8K 0.06% 78
2025
Q4 		$241K Buy
1,580
+31
+2% +$4.72K 0.06% 40
2025
Q3 		$241K Buy
1,549
+4
+0.3% +$619 0.06% 40
2025
Q2 		$221K Sell
1,545
-578
-27% -$81.5K 0.06% 42
2025
Q1 		$355K Sell
2,123
-643
-23% -$101K 0.1% 35
2024
Q4 		$401K Buy
2,766
+90
+3% +$13.8K 0.12% 35
2024
Q3 		$394K Buy
2,676
+39
+1% +$5.8K 0.12% 34
2024
Q2 		$412K Sell
2,637
-211
-7% -$33.6K 0.13% 31
2024
Q1 		$449K Sell
2,848
-547
-16% -$82.5K 0.15% 36
2023
Q4 		$506K Sell
3,395
-266
-7% -$40.2K 0.19% 35
2023
Q3 		$617K Sell
3,661
-76
-2% -$12.3K 0.27% 31
2023
Q2 		$588K Sell
3,737
-329
-8% -$52.7K 0.26% 35
2023
Q1 		$663K Sell
4,066
-420
-9% -$70.4K 0.32% 31
2022
Q4 		$805K Buy
+4,486
New +$783K 0.5% 27
2022
Q2 		$697K Sell
4,486
-723
-14% -$120K 0.57% 21
2022
Q1 		$874K Buy
+5,209
New +$747K 0.61% 21

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Heirloom Wealth Management increased its Chevron (CVX) stake by 0.79% in Q3 2026, buying an estimated $2.36K and bringing the position to 1,523 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #54.

Heirloom Wealth Management first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $874K in Q1 2022. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Heirloom Wealth Management held 1,523 shares of Chevron worth $311K as of Q3 2026.
  • Heirloom Wealth Management bought 12 Chevron shares in Q3 2026, an estimated $2.36K.
  • Chevron made up 0.04% of Heirloom Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Heirloom Wealth Management first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Heirloom Wealth Management's Chevron position peaked at $874K in Q1 2022.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.