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

Moran 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 		$17.8M Sell
87,297
-355
-0.4% -$69.9K 0.49% 54
2026
Q2 		$14.5M Sell
87,652
-2,754
-3% -$513K 0.4% 76
2026
Q1 		$18.7M Sell
90,406
-3,778
-4% -$689K 0.57% 45
2025
Q4 		$14.4M Sell
94,184
-2,086
-2% -$318K 0.44% 72
2025
Q3 		$14.9M Buy
96,270
+9
+0% +$1.39K 0.45% 70
2025
Q2 		$13.8M Buy
+96,261
New +$13.6M 0.42% 71
2023
Q4 		– Sell
-32,206
Closed -$5.43M – 424
2023
Q3 		$5.43M Sell
32,206
-78,317
-71% -$12.6M 0.21% 145
2023
Q2 		$17.4M Sell
110,523
-3,399
-3% -$545K 0.65% 54
2023
Q1 		$18.6M Buy
113,922
+26,929
+31% +$4.51M 0.7% 43
2022
Q4 		$15.6M Buy
+86,993
New +$15.2M 0.59% 52

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

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

Moran Wealth Management reduced its Chevron (CVX) stake by 0.41% in Q3 2026, selling an estimated $69.9K and leaving 87,297 shares worth $17.8M. The position accounts for 0.49% of the portfolio, ranked #54.

Moran Wealth Management first reported a position in CVX in Q4 2022 and has held it in 10 quarters since. The position peaked at $18.7M in Q1 2026. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Moran Wealth Management held 87,297 shares of Chevron worth $17.8M as of Q3 2026.
  • Moran Wealth Management sold 355 Chevron shares in Q3 2026, an estimated $69.9K.
  • Chevron made up 0.49% of Moran Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Moran Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 10 quarters since.
  • Moran Wealth Management's Chevron position peaked at $18.7M in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.