IAG Wealth Partners
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IAG Wealth Partners’s Chevron CVX Stock Holding History

IAG Wealth Partners’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 		$277K Buy
1,354
+4
+0.3% +$788 0.03% 114
2026
Q2 		$224K Sell
1,350
-131
-9% -$24.4K 0.02% 124
2026
Q1 		$306K Buy
1,481
+141
+11% +$25.7K 0.03% 101
2025
Q4 		$204K Sell
1,340
-185
-12% -$28.2K 0.02% 120
2025
Q3 		$237K Buy
1,525
+6
+0.4% +$929 0.03% 112
2025
Q2 		$217K Buy
1,519
+109
+8% +$15.4K 0.03% 110
2025
Q1 		$236K Sell
1,410
-233
-14% -$36.5K 0.04% 102
2024
Q4 		$238K Sell
1,643
-731
-31% -$112K 0.04% 91
2024
Q3 		$350K Buy
2,374
+98
+4% +$14.6K 0.06% 80
2024
Q2 		$356K Buy
2,276
+459
+25% +$73.2K 0.07% 77
2024
Q1 		$287K Hold
1,817
– – 0.06% 78
2023
Q4 		$271K Hold
1,817
– – 0.06% 74
2023
Q3 		$306K Sell
1,817
-150
-8% -$24.2K 0.09% 66
2023
Q2 		$310K Hold
1,967
– – 0.08% 69
2023
Q1 		$321K Buy
1,967
+557
+40% +$93.4K 0.09% 58
2022
Q4 		$253K Sell
1,410
-43
-3% -$7.5K 0.07% 61
2022
Q3 		$209K Sell
1,453
-4
-0.3% -$610 0.07% 58
2022
Q2 		$211K Buy
1,457
+11
+0.8% +$1.82K 0.07% 60
2022
Q1 		$235K Sell
1,446
-354
-20% -$50.8K 0.07% 61
2021
Q4 		$211K Buy
1,800
+750
+71% +$85.2K 0.07% 58
2021
Q3 		$107K Hold
1,050
– – 0.04% 77
2021
Q2 		$110K Sell
1,050
-390
-27% -$41.2K 0.04% 73
2021
Q1 		$151K Buy
1,440
+90
+7% +$8.79K 0.06% 59
2020
Q4 		$115K Sell
1,350
-5,775
-81% -$468K 0.05% 69
2020
Q3 		$513K Sell
7,125
-2,471
-26% -$208K 0.24% 35
2020
Q2 		$857K Hold
9,596
– – 0.42% 31
2020
Q1 		$696K Sell
9,596
-315
-3% -$31.1K 0.46% 28
2019
Q4 		$1.2M Buy
+9,911
New +$1.17M 0.78% 18

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
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IAG Wealth Partners's CVX Position: Q3 2026 in Review

IAG Wealth Partners increased its Chevron (CVX) stake by 0.3% in Q3 2026, buying an estimated $788 and bringing the position to 1,354 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #114.

IAG Wealth Partners first reported a position in CVX in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.2M in Q4 2019. 2,914 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • IAG Wealth Partners held 1,354 shares of Chevron worth $277K as of Q3 2026.
  • IAG Wealth Partners bought 4 Chevron shares in Q3 2026, an estimated $788.
  • Chevron made up 0.03% of IAG Wealth Partners's portfolio in Q3 2026, its #114 holding.
  • IAG Wealth Partners first reported a position in Chevron in Q4 2019 and has held it in 28 quarters since.
  • IAG Wealth Partners's Chevron position peaked at $1.2M in Q4 2019.
  • 2,914 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.