McLean Asset Management
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McLean Asset Management’s Chevron CVX Stock Holding History

McLean 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 		$515K Buy
2,417
+2
+0.1% +$394 0.07% 103
2026
Q2 		$475K Buy
2,415
+27
+1% +$5.02K 0.06% 106
2026
Q1 		$494K Buy
2,388
+180
+8% +$32.8K 0.09% 96
2025
Q4 		$369K Sell
2,208
-109
-5% -$16.6K 0.07% 112
2025
Q3 		$357K Buy
2,317
+172
+8% +$26.6K 0.07% 111
2025
Q2 		$317K Sell
2,145
-79
-4% -$11.1K 0.08% 116
2025
Q1 		$305K Buy
2,224
+15
+0.7% +$2.35K 0.1% 102
2024
Q4 		$320K Buy
2,209
+290
+15% +$44.4K 0.1% 105
2024
Q3 		$289K Sell
1,919
-31
-2% -$4.61K 0.09% 117
2024
Q2 		$302K Buy
1,950
+108
+6% +$17.2K 0.1% 108
2024
Q1 		$298K Buy
1,842
+12
+0.7% +$1.81K 0.1% 107
2023
Q4 		$275K Sell
1,830
-113
-6% -$17.1K 0.1% 109
2023
Q3 		$324K Buy
1,943
+176
+10% +$28.4K 0.13% 85
2023
Q2 		$278K Sell
1,767
-29
-2% -$4.65K 0.11% 100
2023
Q1 		$293K Sell
1,796
-185
-9% -$31K 0.12% 96
2022
Q4 		$356K Buy
1,981
+99
+5% +$17.3K 0.12% 88
2022
Q3 		$301K Sell
1,882
-27
-1% -$4.12K 0.12% 90
2022
Q2 		$269K Buy
1,909
+76
+4% +$12.6K 0.11% 91
2022
Q1 		$298K Buy
1,833
+84
+5% +$12K 0.22% 79
2021
Q4 		$223K Buy
+1,749
New +$199K 0.09% 121

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

McLean Asset Management's CVX Position: Q3 2026 in Review

McLean Asset Management increased its Chevron (CVX) stake by 0.08% in Q3 2026, buying an estimated $394 and bringing the position to 2,417 shares worth $515K. The position accounts for 0.07% of the portfolio, ranked #103.

McLean Asset Management first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • McLean Asset Management held 2,417 shares of Chevron worth $515K as of Q3 2026.
  • McLean Asset Management bought 2 Chevron shares in Q3 2026, an estimated $394.
  • Chevron made up 0.07% of McLean Asset Management's portfolio in Q3 2026, its #103 holding.
  • McLean Asset Management first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.