Instrumental Wealth
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Instrumental Wealth’s Chevron CVX Stock Holding History

Instrumental 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 		$229K Sell
1,119
-1,482
-57% -$292K 0.11% 81
2026
Q2 		$431K Buy
2,601
+121
+5% +$22.5K 0.22% 46
2026
Q1 		$513K Buy
2,480
+74
+3% +$13.5K 0.32% 32
2025
Q4 		$443K Sell
2,406
-154
-6% -$23.5K 0.27% 34
2025
Q3 		$393K Buy
2,560
+360
+16% +$55.8K 0.28% 40
2025
Q2 		$332K Sell
2,200
-164
-7% -$23.1K 0.26% 42
2025
Q1 		$328K Sell
2,364
-189
-7% -$29.6K 0.3% 38
2024
Q4 		$401K Buy
2,553
+318
+14% +$48.7K 0.38% 26
2024
Q3 		$339K Sell
2,235
-3
-0.1% -$447 0.33% 30
2024
Q2 		$353K Buy
2,238
+76
+4% +$12.1K 0.36% 28
2024
Q1 		$344K Buy
2,162
+154
+8% +$23.2K 0.15% 29
2023
Q4 		$291K Sell
2,008
-305
-13% -$46.1K 0.31% 28
2023
Q3 		$388K Buy
2,313
+348
+18% +$56.2K 0.45% 20
2023
Q2 		$314K Sell
1,965
-143
-7% -$22.9K 0.38% 20
2023
Q1 		$331K Buy
+2,108
New +$353K 0.44% 19

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Instrumental Wealth's CVX Position: Q3 2026 in Review

Instrumental Wealth reduced its Chevron (CVX) stake by 57% in Q3 2026, selling an estimated $292K and leaving 1,119 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #81.

Instrumental Wealth first reported a position in CVX in Q1 2023 and has held it in 15 quarters since. The position peaked at $513K in Q1 2026. 2,883 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Instrumental Wealth held 1,119 shares of Chevron worth $229K as of Q3 2026.
  • Instrumental Wealth sold 1,482 Chevron shares in Q3 2026, an estimated $292K.
  • Chevron made up 0.11% of Instrumental Wealth's portfolio in Q3 2026, its #81 holding.
  • Instrumental Wealth first reported a position in Chevron in Q1 2023 and has held it in 15 quarters since.
  • Instrumental Wealth's Chevron position peaked at $513K in Q1 2026.
  • 2,883 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.