Maia Wealth’s Chevron CVX Stock Holding History

Maia 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	$2.46M	Buy	12,040 +1,676	+16%	+$330K	0.34%	84
2026 Q2	$1.72M	Buy	10,364 +2,111	+26%	+$393K	0.25%	108
2026 Q1	$1.71M	Sell	8,253 -188	-2%	-$34.3K	0.29%	105
2025 Q4	$1.54M	Buy	8,441 +883	+12%	+$134K	0.26%	108
2025 Q3	$1.18M	Buy	7,558 +1,666	+28%	+$258K	0.2%	126
2025 Q2	$844K	Buy	5,892 +1,950	+49%	+$275K	0.16%	143
2025 Q1	$533K	Buy	3,942 +988	+33%	+$155K	0.12%	168
2024 Q4	$464K	Sell	2,954 -623	-17%	-$95.4K	0.1%	175
2024 Q3	$538K	Buy	3,577 +107	+3%	+$15.9K	0.13%	144
2024 Q2	$548K	Buy	+3,470	New	+$553K	0.17%	114
2023 Q4	$421K	Buy	+2,822	New	+$427K	0.17%	121

Other funds holding CVX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Maia Wealth's CVX Position: Q3 2026 in Review

Maia Wealth increased its Chevron (CVX) stake by 16% in Q3 2026, buying an estimated $330K and bringing the position to 12,040 shares worth $2.46M. The position accounts for 0.34% of the portfolio, ranked #84.

Maia Wealth first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. 1,561 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Maia Wealth held 12,040 shares of Chevron worth $2.46M as of Q3 2026.
Maia Wealth bought 1,676 Chevron shares in Q3 2026, an estimated $330K.
Chevron made up 0.34% of Maia Wealth's portfolio in Q3 2026, its #84 holding.
Maia Wealth first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
1,561 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.