IMG Wealth Management
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IMG Wealth Management’s Chevron CVX Stock Holding History

IMG 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 		$75.8K Buy
371
+2
+0.5% +$394 0.04% 163
2026
Q2 		$61.2K Buy
369
+37
+11% +$6.89K 0.03% 175
2026
Q1 		$68.7K Sell
332
-29
-8% -$5.29K 0.04% 152
2025
Q4 		$55K Buy
361
+96
+36% +$14.6K 0.03% 159
2025
Q3 		$41.2K Hold
265
– – 0.03% 158
2025
Q2 		$37.9K Buy
265
+91
+52% +$12.8K 0.03% 161
2025
Q1 		$29.1K Hold
174
– – 0.03% 173
2024
Q4 		$25.2K Buy
+174
New +$26.6K 0.02% 166

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

IMG Wealth Management increased its Chevron (CVX) stake by 0.54% in Q3 2026, buying an estimated $394 and bringing the position to 371 shares worth $75.8K. The position accounts for 0.04% of the portfolio, ranked #163.

IMG Wealth Management first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. 3,289 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • IMG Wealth Management held 371 shares of Chevron worth $75.8K as of Q3 2026.
  • IMG Wealth Management bought 2 Chevron shares in Q3 2026, an estimated $394.
  • Chevron made up 0.04% of IMG Wealth Management's portfolio in Q3 2026, its #163 holding.
  • IMG Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • 3,289 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.