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Latitude Advisors’s Chevron CVX Stock Holding History

Latitude Advisors’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 		$443K Buy
2,167
+301
+16% +$59.3K 0.14% 150
2026
Q2 		$309K Sell
1,866
-398
-18% -$74.1K 0.12% 185
2026
Q1 		$468K Sell
2,264
-347
-13% -$63.3K 0.21% 114
2025
Q4 		$398K Buy
2,611
+740
+40% +$113K 0.18% 129
2025
Q3 		$290K Sell
1,871
-2,179
-54% -$337K 0.13% 155
2025
Q2 		$580K Buy
4,050
+192
+5% +$27.1K 0.29% 81
2025
Q1 		$645K Sell
3,858
-134
-3% -$21K 0.38% 66
2024
Q4 		$578K Sell
3,992
-11
-0.3% -$1.68K 0.33% 75
2024
Q3 		$590K Sell
4,003
-104
-3% -$15.5K 0.33% 72
2024
Q2 		$642K Buy
4,107
+22
+0.5% +$3.51K 0.39% 58
2024
Q1 		$644K Sell
4,085
-491
-11% -$74.1K 0.4% 57
2023
Q4 		$683K Buy
4,576
+17
+0.4% +$2.57K 0.48% 43
2023
Q3 		$769K Buy
4,559
+226
+5% +$36.5K 0.55% 34
2023
Q2 		$682K Buy
4,333
+985
+29% +$158K 0.47% 39
2023
Q1 		$546K Buy
3,348
+362
+12% +$60.7K 0.39% 54
2022
Q4 		$536K Buy
2,986
+1
+0% +$175 0.4% 49
2022
Q3 		$429K Buy
2,985
+200
+7% +$30.5K 0.35% 65
2022
Q2 		$403K Sell
2,785
-5,419
-66% -$896K 0.37% 77
2022
Q1 		$1.34M Buy
8,204
+2,761
+51% +$396K 0.3% 76
2021
Q4 		$639K Sell
5,443
-399
-7% -$45.3K 0.18% 122
2021
Q3 		$593K Buy
5,842
+2,922
+100% +$291K 0.19% 112
2021
Q2 		$306K Buy
2,920
+211
+8% +$22.3K 0.23% 109
2021
Q1 		$284K Sell
2,709
-129
-5% -$12.6K 0.23% 109
2020
Q4 		$240K Buy
+2,838
New +$230K 0.21% 110

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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Latitude Advisors's CVX Position: Q3 2026 in Review

Latitude Advisors increased its Chevron (CVX) stake by 16% in Q3 2026, buying an estimated $59.3K and bringing the position to 2,167 shares worth $443K. The position accounts for 0.14% of the portfolio, ranked #150.

Latitude Advisors first reported a position in CVX in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.34M in Q1 2022. 3,437 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Latitude Advisors held 2,167 shares of Chevron worth $443K as of Q3 2026.
  • Latitude Advisors bought 301 Chevron shares in Q3 2026, an estimated $59.3K.
  • Chevron made up 0.14% of Latitude Advisors's portfolio in Q3 2026, its #150 holding.
  • Latitude Advisors first reported a position in Chevron in Q4 2020 and has held it in 24 quarters since.
  • Latitude Advisors's Chevron position peaked at $1.34M in Q1 2022.
  • 3,437 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.