Leslie Global Wealth
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Leslie Global Wealth’s Chevron CVX Stock Holding History

Leslie Global 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 		$331K Buy
1,622
+50
+3% +$9.8K 0.12% 63
2026
Q2 		$261K Sell
1,572
-15
-0.9% -$2.79K 0.1% 78
2026
Q1 		$328K Sell
1,587
-40
-2% -$7.29K 0.17% 55
2025
Q4 		$248K Buy
1,627
+26
+2% +$3.96K 0.11% 66
2025
Q3 		$249K Buy
1,601
+124
+8% +$19.2K 0.12% 65
2025
Q2 		$211K Sell
1,477
-393
-21% -$55.4K 0.11% 73
2025
Q1 		$313K Sell
1,870
-61
-3% -$9.5K 0.15% 55
2024
Q4 		$280K Buy
1,931
+258
+15% +$39.5K 0.13% 59
2024
Q3 		$246K Sell
1,673
-201
-11% -$29.9K 0.12% 63
2024
Q2 		$293K Buy
+1,874
New +$299K 0.17% 45

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Leslie Global Wealth's CVX Position: Q3 2026 in Review

Leslie Global Wealth increased its Chevron (CVX) stake by 3.2% in Q3 2026, buying an estimated $9.8K and bringing the position to 1,622 shares worth $331K. The position accounts for 0.12% of the portfolio, ranked #63.

Leslie Global Wealth first reported a position in CVX in Q2 2024 and has held it in 10 quarters since. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Leslie Global Wealth held 1,622 shares of Chevron worth $331K as of Q3 2026.
  • Leslie Global Wealth bought 50 Chevron shares in Q3 2026, an estimated $9.8K.
  • Chevron made up 0.12% of Leslie Global Wealth's portfolio in Q3 2026, its #63 holding.
  • Leslie Global Wealth first reported a position in Chevron in Q2 2024 and has held it in 10 quarters since.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.