Holos Integrated Wealth
CVX icon

Holos Integrated Wealth’s Chevron CVX Stock Holding History

Holos Integrated Wealth’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 		$559K Sell
2,492
-58
-2% -$11.4K 0.25% 47
2026
Q2 		$444K Sell
2,550
-182
-7% -$33.9K 0.21% 53
2026
Q1 		$551K Hold
2,732
– – 0.28% 50
2025
Q4 		$426K Buy
2,732
+73
+3% +$11.1K 0.24% 49
2025
Q3 		$396K Hold
2,659
– – 0.23% 45
2025
Q2 		$412K Sell
2,659
-163
-6% -$23K 0.25% 44
2025
Q1 		$472K Hold
2,822
– – 0.31% 44
2024
Q4 		$409K Buy
+2,822
New +$432K 0.28% 41

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Holos Integrated Wealth's CVX Position: Q3 2026 in Review

Holos Integrated Wealth reduced its Chevron (CVX) stake by 2.3% in Q3 2026, selling an estimated $11.4K and leaving 2,492 shares worth $559K. The position accounts for 0.25% of the portfolio, ranked #47.

Holos Integrated Wealth first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Holos Integrated Wealth held 2,492 shares of Chevron worth $559K as of Q3 2026.
  • Holos Integrated Wealth sold 58 Chevron shares in Q3 2026, an estimated $11.4K.
  • Chevron made up 0.25% of Holos Integrated Wealth's portfolio in Q3 2026, its #47 holding.
  • Holos Integrated Wealth first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.