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Herold Advisors’s Chevron CVX Stock Holding History

Herold 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 		$6.09M Buy
29,826
+99
+0.3% +$19.5K 1.19% 18
2026
Q2 		$4.93M Buy
29,727
+2,235
+8% +$416K 0.98% 24
2026
Q1 		$5.69M Sell
27,492
-493
-2% -$89.9K 1.25% 17
2025
Q4 		$4.27M Sell
27,985
-458
-2% -$69.8K 0.95% 24
2025
Q3 		$4.42M Buy
28,443
+249
+0.9% +$38.6K 1.02% 25
2025
Q2 		$4.04M Buy
28,194
+2,429
+9% +$342K 0.85% 29
2025
Q1 		$4.31M Sell
25,765
-324
-1% -$50.7K 0.95% 25
2024
Q4 		$3.78M Buy
26,089
+390
+2% +$59.7K 0.82% 28
2024
Q3 		$3.78M Buy
25,699
+893
+4% +$133K 0.82% 29
2024
Q2 		$3.88M Buy
24,806
+36
+0.1% +$5.74K 0.9% 23
2024
Q1 		$3.91M Buy
24,770
+305
+1% +$46K 0.95% 23
2023
Q4 		$3.65M Buy
24,465
+446
+2% +$67.5K 1.01% 22
2023
Q3 		$4.05M Buy
24,019
+1,800
+8% +$291K 1.23% 14
2023
Q2 		$3.5M Buy
22,219
+463
+2% +$74.2K 1.07% 20
2023
Q1 		$3.55M Buy
21,756
+657
+3% +$110K 1.23% 19
2022
Q4 		$3.79M Sell
21,099
-133
-0.6% -$23.2K 1.6% 10
2022
Q3 		$3.05M Buy
21,232
+107
+0.5% +$16.3K 1.47% 9
2022
Q2 		$3.06M Sell
21,125
-143
-0.7% -$23.6K 1.36% 11
2022
Q1 		$3.46M Buy
21,268
+337
+2% +$48.3K 1.23% 10
2021
Q4 		$2.46M Buy
20,931
+261
+1% +$29.6K 0.95% 25
2021
Q3 		$2.1M Buy
+20,670
New +$2.06M 0.82% 27

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Herold Advisors's CVX Position: Q3 2026 in Review

Herold Advisors increased its Chevron (CVX) stake by 0.33% in Q3 2026, buying an estimated $19.5K and bringing the position to 29,826 shares worth $6.09M. The position accounts for 1.19% of the portfolio, ranked #18.

Herold Advisors first reported a position in CVX in Q3 2021 and has held it in 21 quarters since. 930 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Herold Advisors held 29,826 shares of Chevron worth $6.09M as of Q3 2026.
  • Herold Advisors bought 99 Chevron shares in Q3 2026, an estimated $19.5K.
  • Chevron made up 1.19% of Herold Advisors's portfolio in Q3 2026, its #18 holding.
  • Herold Advisors first reported a position in Chevron in Q3 2021 and has held it in 21 quarters since.
  • 930 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.