Howard Wealth Management’s Chevron CVX Stock Holding History

Howard 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	$246K	Sell	1,203 -100	-8%	-$19.7K	0.09%	134
2026 Q2	$216K	Buy	1,303 +71	+6%	+$13.2K	0.08%	146
2026 Q1	$255K	Buy	+1,232	New	+$225K	0.11%	127
2025 Q2	–	Sell	-1,297	Closed	-$217K	–	123
2025 Q1	$217K	Buy	+1,297	New	+$203K	0.12%	110
2024 Q3	–	Sell	-1,297	Closed	-$203K	–	113
2024 Q2	$203K	Hold	1,297	–	–	0.16%	93
2024 Q1	$205K	Buy	+1,297	New	+$196K	0.17%	100
2020 Q1	–	Sell	-2,233	Closed	-$269K	–	189
2019 Q4	$269K	Buy	+2,233	New	+$263K	0.22%	85

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Howard Wealth Management reduced its Chevron (CVX) stake by 7.7% in Q3 2026, selling an estimated $19.7K and leaving 1,203 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #134.

Howard Wealth Management first reported a position in CVX in Q4 2019 and has held it in 7 quarters since. The position peaked at $269K in Q4 2019. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Howard Wealth Management held 1,203 shares of Chevron worth $246K as of Q3 2026.
Howard Wealth Management sold 100 Chevron shares in Q3 2026, an estimated $19.7K.
Chevron made up 0.09% of Howard Wealth Management's portfolio in Q3 2026, its #134 holding.
Howard Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 7 quarters since.
Howard Wealth Management's Chevron position peaked at $269K in Q4 2019.
3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.