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

Mosley 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 		$407K Sell
1,855
-417
-18% -$82.1K 0.12% 120
2026
Q2 		$377K Buy
2,272
+1,640
+259% +$305K 0.12% 117
2026
Q1 		$98.1K Buy
+632
New +$115K 0.04% 180
2024
Q4 		$772K Buy
4,961
+418
+9% +$64K 0.48% 44
2024
Q3 		$685K Buy
4,543
+418
+10% +$62.2K 0.47% 46
2024
Q2 		$645K Buy
4,125
+10
+0.2% +$1.6K 0.55% 38
2024
Q1 		$649K Sell
4,115
-102
-2% -$15.4K 0.61% 39
2023
Q4 		$629K Buy
+4,217
New +$638K 0.62% 33

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Mosley Wealth Management reduced its Chevron (CVX) stake by 18% in Q3 2026, selling an estimated $82.1K and leaving 1,855 shares worth $407K. The position accounts for 0.12% of the portfolio, ranked #120.

Mosley Wealth Management first reported a position in CVX in Q4 2023 and has held it in 8 quarters since. The position peaked at $772K in Q4 2024. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Mosley Wealth Management held 1,855 shares of Chevron worth $407K as of Q3 2026.
  • Mosley Wealth Management sold 417 Chevron shares in Q3 2026, an estimated $82.1K.
  • Chevron made up 0.12% of Mosley Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Mosley Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 8 quarters since.
  • Mosley Wealth Management's Chevron position peaked at $772K in Q4 2024.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.