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

Inlight 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 		$409K Buy
2,003
+567
+39% +$112K 0.12% 43
2026
Q2 		$238K Buy
+1,436
New +$267K 0.08% 49
2026
Q1 		– Sell
-703
Closed -$107K – 86
2025
Q4 		$107K Hold
703
– – 0.04% 74
2025
Q3 		$109K Hold
703
– – 0.05% 70
2025
Q2 		$101K Sell
703
-1
-0.1% -$141 0.05% 71
2025
Q1 		$118K Buy
+704
New +$110K 0.07% 60

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

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

Inlight Wealth Management increased its Chevron (CVX) stake by 39% in Q3 2026, buying an estimated $112K and bringing the position to 2,003 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #43.

Inlight Wealth Management first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Inlight Wealth Management held 2,003 shares of Chevron worth $409K as of Q3 2026.
  • Inlight Wealth Management bought 567 Chevron shares in Q3 2026, an estimated $112K.
  • Chevron made up 0.12% of Inlight Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Inlight Wealth Management first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Inlight Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.