Members Wealth
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Members Wealth’s Chevron CVX Stock Holding History

Members 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 		$299K Buy
1,457
+39
+3% +$7.68K 0.15% 95
2026
Q2 		$235K Sell
1,418
-246
-15% -$45.8K 0.13% 111
2026
Q1 		$310K Buy
1,664
+30
+2% +$5.47K 0.19% 83
2025
Q4 		$274K Buy
1,634
+5
+0.3% +$762 0.17% 87
2025
Q3 		$252K Buy
+1,629
New +$252K 0.16% 85
2025
Q1 		$367K Sell
2,194
-39
-2% -$6.1K 0.28% 68
2024
Q4 		$346K Buy
+2,233
New +$342K 0.26% 74
2024
Q2 		$274K Buy
+1,790
New +$285K 0.18% 84

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Members Wealth's CVX Position: Q3 2026 in Review

Members Wealth increased its Chevron (CVX) stake by 2.8% in Q3 2026, buying an estimated $7.68K and bringing the position to 1,457 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #95.

Members Wealth first reported a position in CVX in Q2 2024 and has held it in 8 quarters since. The position peaked at $367K in Q1 2025. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Members Wealth held 1,457 shares of Chevron worth $299K as of Q3 2026.
  • Members Wealth bought 39 Chevron shares in Q3 2026, an estimated $7.68K.
  • Chevron made up 0.15% of Members Wealth's portfolio in Q3 2026, its #95 holding.
  • Members Wealth first reported a position in Chevron in Q2 2024 and has held it in 8 quarters since.
  • Members Wealth's Chevron position peaked at $367K in Q1 2025.
  • 1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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