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Legacy Wealth Asset Management’s Chevron CVX Stock Holding History

Legacy Wealth Asset 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 		$1.01M Sell
4,951
-126
-2% -$24.8K 0.22% 129
2026
Q2 		$842K Sell
5,077
-125
-2% -$23.3K 0.18% 150
2026
Q1 		$1.08M Sell
5,202
-1
-0% -$182 0.26% 109
2025
Q4 		$793K Buy
5,203
+18
+0.3% +$2.74K 0.19% 156
2025
Q3 		$805K Buy
5,185
+6
+0.1% +$929 0.2% 150
2025
Q2 		$742K Buy
5,179
+16
+0.3% +$2.26K 0.19% 152
2025
Q1 		$864K Sell
5,163
-74
-1% -$11.6K 0.24% 106
2024
Q4 		$759K Sell
5,237
-102
-2% -$15.6K 0.21% 134
2024
Q3 		$786K Buy
5,339
+27
+0.5% +$4.02K 0.21% 132
2024
Q2 		$831K Sell
5,312
-1,071
-17% -$171K 0.23% 112
2024
Q1 		$1.01M Buy
6,383
+112
+2% +$16.9K 0.28% 99
2023
Q4 		$935K Sell
6,271
-23
-0.4% -$3.48K 0.31% 95
2023
Q3 		$1.06M Buy
6,294
+119
+2% +$19.2K 0.39% 77
2023
Q2 		$972K Buy
6,175
+374
+6% +$60K 0.34% 83
2023
Q1 		$946K Sell
5,801
-65
-1% -$10.9K 0.34% 83
2022
Q4 		$1.05M Sell
5,866
-82
-1% -$14.3K 0.4% 74
2022
Q3 		$855K Sell
5,948
-2,332
-28% -$356K 0.37% 81
2022
Q2 		$1.2M Sell
8,280
-465
-5% -$76.9K 0.49% 50
2022
Q1 		$1.42M Sell
8,745
-15
-0.2% -$2.15K 0.51% 48
2021
Q4 		$1.03M Buy
8,760
+191
+2% +$21.7K 0.35% 99
2021
Q3 		$869K Buy
8,569
+114
+1% +$11.4K 0.4% 95
2021
Q2 		$886K Buy
8,455
+146
+2% +$15.4K 0.39% 89
2021
Q1 		$871K Buy
8,309
+663
+9% +$64.7K 0.4% 79
2020
Q4 		$646K Buy
+7,646
New +$619K 0.33% 125

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

Legacy Wealth Asset Management's CVX Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Chevron (CVX) stake by 2.5% in Q3 2026, selling an estimated $24.8K and leaving 4,951 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #129.

Legacy Wealth Asset Management first reported a position in CVX in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.42M in Q1 2022. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Legacy Wealth Asset Management held 4,951 shares of Chevron worth $1.01M as of Q3 2026.
  • Legacy Wealth Asset Management sold 126 Chevron shares in Q3 2026, an estimated $24.8K.
  • Chevron made up 0.22% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #129 holding.
  • Legacy Wealth Asset Management first reported a position in Chevron in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Chevron position peaked at $1.42M in Q1 2022.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.