IDA
CVX icon

Intelligence Driven Advisers’s Chevron CVX Stock Holding History

Intelligence Driven Advisers’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 		$353K Buy
1,727
+177
+11% +$34.9K 0.06% 93
2026
Q2 		$257K Buy
1,550
+414
+36% +$77.1K 0.04% 112
2026
Q1 		$235K Sell
1,136
-184
-14% -$33.6K 0.04% 109
2025
Q4 		$201K Buy
+1,320
New +$201K 0.03% 133
2019
Q3 		– Sell
-1,631
Closed -$203K – 90
2019
Q2 		$203K Buy
+1,631
New +$197K 0.1% 98

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Intelligence Driven Advisers's CVX Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Chevron (CVX) stake by 11% in Q3 2026, buying an estimated $34.9K and bringing the position to 1,727 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #93.

Intelligence Driven Advisers first reported a position in CVX in Q2 2019 and has held it in 5 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Intelligence Driven Advisers held 1,727 shares of Chevron worth $353K as of Q3 2026.
  • Intelligence Driven Advisers bought 177 Chevron shares in Q3 2026, an estimated $34.9K.
  • Chevron made up 0.06% of Intelligence Driven Advisers's portfolio in Q3 2026, its #93 holding.
  • Intelligence Driven Advisers first reported a position in Chevron in Q2 2019 and has held it in 5 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.