Mindset Wealth Management’s Chevron CVX Stock Holding History

Mindset Wealth 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	$707K	Sell	3,463 -181	-5%	-$35.6K	0.13%	73
2026 Q2	$604K	Hold	3,644	–	–	0.12%	86
2026 Q1	$754K	Buy	3,644 +18	+0.5%	+$3.28K	0.2%	61
2025 Q4	$553K	Sell	3,626 -700	-16%	-$107K	0.14%	76
2025 Q3	$672K	Buy	4,326 +35	+0.8%	+$5.42K	0.18%	56
2025 Q2	$614K	Hold	4,291	–	–	0.2%	60
2025 Q1	$718K	Buy	4,291 +700	+19%	+$110K	0.28%	37
2024 Q4	$520K	Hold	3,591	–	–	0.19%	61
2024 Q3	$529K	Buy	+3,591	New	+$535K	0.22%	50

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

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Mindset Wealth Management's CVX Position: Q3 2026 in Review

Mindset Wealth Management reduced its Chevron (CVX) stake by 5% in Q3 2026, selling an estimated $35.6K and leaving 3,463 shares worth $707K. The position accounts for 0.13% of the portfolio, ranked #73.

Mindset Wealth Management first reported a position in CVX in Q3 2024 and has held it in 9 quarters since. The position peaked at $754K in Q1 2026. 1,306 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Mindset Wealth Management held 3,463 shares of Chevron worth $707K as of Q3 2026.
Mindset Wealth Management sold 181 Chevron shares in Q3 2026, an estimated $35.6K.
Chevron made up 0.13% of Mindset Wealth Management's portfolio in Q3 2026, its #73 holding.
Mindset Wealth Management first reported a position in Chevron in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Chevron position peaked at $754K in Q1 2026.
1,306 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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