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Nautilus Advisors’s Chevron CVX Stock Holding History

Nautilus 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 		$380K Buy
1,859
+50
+3% +$9.85K 0.23% 114
2026
Q2 		$319K Buy
1,809
+1
+0.1% +$186 0.19% 131
2026
Q1 		$374K Buy
1,808
+1
+0.1% +$182 0.26% 104
2025
Q4 		$275K Sell
1,807
-324
-15% -$49.3K 0.18% 140
2025
Q3 		$331K Sell
2,131
-130
-6% -$20.1K 0.22% 122
2025
Q2 		$324K Sell
2,261
-205
-8% -$28.9K 0.24% 118
2025
Q1 		$413K Sell
2,466
-267
-10% -$41.8K 0.34% 81
2024
Q4 		$396K Buy
+2,733
New +$418K 0.32% 85

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Nautilus Advisors's CVX Position: Q3 2026 in Review

Nautilus Advisors increased its Chevron (CVX) stake by 2.8% in Q3 2026, buying an estimated $9.85K and bringing the position to 1,859 shares worth $380K. The position accounts for 0.23% of the portfolio, ranked #114.

Nautilus Advisors first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $413K in Q1 2025. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Nautilus Advisors held 1,859 shares of Chevron worth $380K as of Q3 2026.
  • Nautilus Advisors bought 50 Chevron shares in Q3 2026, an estimated $9.85K.
  • Chevron made up 0.23% of Nautilus Advisors's portfolio in Q3 2026, its #114 holding.
  • Nautilus Advisors first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • Nautilus Advisors's Chevron position peaked at $413K in Q1 2025.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.