MKT Advisors
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MKT Advisors’s Chevron CVX Stock Holding History

MKT Advisors’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 		$511K Sell
2,417
-65
-3% -$12.8K 0.16% 70
2026
Q2 		$432K Sell
2,482
-440
-15% -$81.9K 0.13% 95
2026
Q1 		$589K Sell
2,922
-151
-5% -$27.5K 0.2% 67
2025
Q4 		$504K Sell
3,073
-79
-3% -$12K 0.17% 78
2025
Q3 		$487K Hold
3,152
– – 0.18% 78
2025
Q2 		$459K Sell
3,152
-209
-6% -$29.5K 0.18% 81
2025
Q1 		$471K Sell
3,361
-15
-0.4% -$2.35K 0.22% 67
2024
Q4 		$545K Sell
3,376
-119
-3% -$18.2K 0.24% 66
2024
Q3 		$528K Sell
3,495
-178
-5% -$26.5K 0.25% 70
2024
Q2 		$562K Buy
3,673
+176
+5% +$28.1K 0.28% 61
2024
Q1 		$569K Sell
3,497
-296
-8% -$44.7K 0.31% 57
2023
Q4 		$570K Sell
3,793
-531
-12% -$80.3K 0.38% 53
2023
Q3 		$720K Sell
4,324
-128
-3% -$20.7K 0.55% 38
2023
Q2 		$707K Sell
4,452
-299
-6% -$47.9K 0.5% 39
2023
Q1 		$807K Sell
4,751
-53
-1% -$8.89K 0.6% 36
2022
Q4 		$842K Sell
4,804
-41
-0.8% -$7.16K 0.63% 33
2022
Q3 		$696K Sell
4,845
-82
-2% -$12.5K 0.6% 37
2022
Q2 		$697K Buy
4,927
+143
+3% +$23.6K 0.54% 38
2022
Q1 		$762K Sell
4,784
-95
-2% -$13.6K 0.58% 37
2021
Q4 		$647K Buy
+4,879
New +$554K 0.51% 42

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MKT Advisors's CVX Position: Q3 2026 in Review

MKT Advisors reduced its Chevron (CVX) stake by 2.6% in Q3 2026, selling an estimated $12.8K and leaving 2,417 shares worth $511K. The position accounts for 0.16% of the portfolio, ranked #70.

MKT Advisors first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $842K in Q4 2022. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • MKT Advisors held 2,417 shares of Chevron worth $511K as of Q3 2026.
  • MKT Advisors sold 65 Chevron shares in Q3 2026, an estimated $12.8K.
  • Chevron made up 0.16% of MKT Advisors's portfolio in Q3 2026, its #70 holding.
  • MKT Advisors first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • MKT Advisors's Chevron position peaked at $842K in Q4 2022.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.