MinichMacGregor Wealth Management
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MinichMacGregor Wealth Management’s Chevron CVX Stock Holding History

MinichMacGregor 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 		$494K Buy
2,420
+22
+0.9% +$4.33K 0.08% 84
2026
Q2 		$398K Sell
2,398
-24
-1% -$4.47K 0.06% 90
2026
Q1 		$501K Sell
2,422
-129
-5% -$23.5K 0.09% 73
2025
Q4 		$389K Buy
2,551
+1
+0% +$152 0.07% 81
2025
Q3 		$396K Sell
2,550
-993
-28% -$154K 0.08% 93
2025
Q2 		$507K Buy
3,543
+559
+19% +$78.8K 0.11% 69
2025
Q1 		$499K Sell
2,984
-16
-0.5% -$2.5K 0.11% 70
2024
Q4 		$435K Sell
3,000
-102
-3% -$15.6K 0.09% 74
2024
Q3 		$457K Sell
3,102
-115
-4% -$17.1K 0.1% 69
2024
Q2 		$503K Hold
3,217
– – 0.12% 63
2024
Q1 		$512K Buy
3,217
+65
+2% +$9.8K 0.13% 65
2023
Q4 		$470K Buy
3,152
+18
+0.6% +$2.72K 0.14% 57
2023
Q3 		$528K Sell
3,134
-21
-0.7% -$3.39K 0.18% 58
2023
Q2 		$496K Sell
3,155
-68
-2% -$10.9K 0.16% 59
2023
Q1 		$526K Sell
3,223
-47
-1% -$7.88K 0.17% 57
2022
Q4 		$587K Buy
3,270
+35
+1% +$6.11K 0.21% 48
2022
Q3 		$464K Buy
3,235
+1,221
+61% +$186K 0.19% 54
2022
Q2 		$291K Buy
+2,014
New +$333K 0.12% 60
2019
Q1 		– Sell
-11,654
Closed -$1.37M – 66
2018
Q4 		$1.37M Buy
11,654
+10,897
+1,439% +$1.26M 0.94% 41
2018
Q3 		$94K Sell
757
-707
-48% -$85.8K 0.06% 87
2018
Q2 		$181K Buy
1,464
+31
+2% +$3.85K 0.13% 46
2018
Q1 		$163K Sell
1,433
-134
-9% -$16K 0.13% 47
2017
Q4 		$196K Buy
1,567
+1
+0.1% +$119 0.15% 38
2017
Q3 		$184K Sell
1,566
-47
-3% -$5.13K 0.15% 38
2017
Q2 		$168K Sell
1,613
-149
-8% -$15.8K 0.15% 44
2017
Q1 		$189K Sell
1,762
-42
-2% -$4.71K 0.17% 38
2016
Q4 		$212K Buy
1,804
+1,029
+133% +$112K 0.2% 34
2016
Q3 		$79K Hold
775
– – 0.07% 82
2016
Q2 		$81K Sell
775
-8
-1% -$805 0.08% 78
2016
Q1 		$74K Sell
783
-29
-4% -$2.54K 0.07% 81
2015
Q4 		$83K Buy
+812
New +$73.2K 0.08% 71

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

MinichMacGregor Wealth Management increased its Chevron (CVX) stake by 0.92% in Q3 2026, buying an estimated $4.33K and bringing the position to 2,420 shares worth $494K. The position accounts for 0.08% of the portfolio, ranked #84.

MinichMacGregor Wealth Management first reported a position in CVX in Q4 2015 and has held it in 31 quarters since. The position peaked at $1.37M in Q4 2018. 3,420 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • MinichMacGregor Wealth Management held 2,420 shares of Chevron worth $494K as of Q3 2026.
  • MinichMacGregor Wealth Management bought 22 Chevron shares in Q3 2026, an estimated $4.33K.
  • Chevron made up 0.08% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #84 holding.
  • MinichMacGregor Wealth Management first reported a position in Chevron in Q4 2015 and has held it in 31 quarters since.
  • MinichMacGregor Wealth Management's Chevron position peaked at $1.37M in Q4 2018.
  • 3,420 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.