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

LeConte 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 		$820K Sell
4,017
-95
-2% -$18.7K 0.44% 44
2026
Q2 		$682K Sell
4,112
-121
-3% -$22.5K 0.37% 54
2026
Q1 		$876K Buy
4,233
+80
+2% +$14.6K 0.57% 33
2025
Q4 		$633K Sell
4,153
-9
-0.2% -$1.37K 0.41% 35
2025
Q3 		$646K Buy
4,162
+1,887
+83% +$292K 0.43% 35
2025
Q2 		$326K Buy
2,275
+526
+30% +$74.2K 0.22% 61
2025
Q1 		$293K Buy
+1,749
New +$274K 0.19% 42

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

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

LeConte Wealth Management reduced its Chevron (CVX) stake by 2.3% in Q3 2026, selling an estimated $18.7K and leaving 4,017 shares worth $820K. The position accounts for 0.44% of the portfolio, ranked #44.

LeConte Wealth Management first reported a position in CVX in Q1 2025 and has held it in 7 quarters since. The position peaked at $876K in Q1 2026. 1,545 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • LeConte Wealth Management held 4,017 shares of Chevron worth $820K as of Q3 2026.
  • LeConte Wealth Management sold 95 Chevron shares in Q3 2026, an estimated $18.7K.
  • Chevron made up 0.44% of LeConte Wealth Management's portfolio in Q3 2026, its #44 holding.
  • LeConte Wealth Management first reported a position in Chevron in Q1 2025 and has held it in 7 quarters since.
  • LeConte Wealth Management's Chevron position peaked at $876K in Q1 2026.
  • 1,545 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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