High Net Worth Advisory Group
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High Net Worth Advisory Group’s Chevron CVX Stock Holding History

High Net Worth Advisory Group’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 		$1.97M Buy
9,632
+157
+2% +$30.9K 0.41% 59
2026
Q2 		$1.57M Sell
9,475
-1,391
-13% -$259K 0.33% 70
2026
Q1 		$2.25M Buy
10,866
+113
+1% +$20.6K 0.52% 50
2025
Q4 		$1.64M Buy
10,753
+1,303
+14% +$198K 0.38% 62
2025
Q3 		$1.47M Sell
9,450
-1,475
-14% -$228K 0.35% 63
2025
Q2 		$1.56M Sell
10,925
-473
-4% -$66.7K 0.41% 55
2025
Q1 		$1.91M Buy
11,398
+102
+0.9% +$16K 0.54% 47
2024
Q4 		$1.64M Sell
11,296
-2,155
-16% -$330K 0.46% 55
2024
Q3 		$1.98M Buy
13,451
+435
+3% +$64.7K 0.54% 43
2024
Q2 		$2.04M Buy
13,016
+866
+7% +$138K 0.62% 41
2024
Q1 		$1.92M Buy
12,150
+2,251
+23% +$340K 0.6% 39
2023
Q4 		$1.48M Sell
9,899
-991
-9% -$150K 0.55% 50
2023
Q3 		$1.84M Buy
10,890
+673
+7% +$109K 0.74% 34
2023
Q2 		$1.61M Buy
10,217
+643
+7% +$103K 0.62% 44
2023
Q1 		$1.56M Sell
9,574
-66
-0.7% -$11.1K 0.64% 41
2022
Q4 		$1.73M Sell
9,640
-169
-2% -$29.5K 0.67% 36
2022
Q3 		$1.41M Buy
9,809
+773
+9% +$118K 0.6% 45
2022
Q2 		$1.31M Sell
9,036
-1,713
-16% -$283K 0.54% 49
2022
Q1 		$1.75M Sell
10,749
-3,080
-22% -$442K 0.64% 39
2021
Q4 		$1.62M Buy
+13,829
New +$1.57M 0.57% 41

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

High Net Worth Advisory Group's CVX Position: Q3 2026 in Review

High Net Worth Advisory Group increased its Chevron (CVX) stake by 1.7% in Q3 2026, buying an estimated $30.9K and bringing the position to 9,632 shares worth $1.97M. The position accounts for 0.41% of the portfolio, ranked #59.

High Net Worth Advisory Group first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.25M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • High Net Worth Advisory Group held 9,632 shares of Chevron worth $1.97M as of Q3 2026.
  • High Net Worth Advisory Group bought 157 Chevron shares in Q3 2026, an estimated $30.9K.
  • Chevron made up 0.41% of High Net Worth Advisory Group's portfolio in Q3 2026, its #59 holding.
  • High Net Worth Advisory Group first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • High Net Worth Advisory Group's Chevron position peaked at $2.25M in Q1 2026.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.