Net Worth Advisory Group
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Net Worth Advisory Group’s Chevron CVX Stock Holding History

Net Worth Advisory Group’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 		$1.28M Sell
6,178
-868
-12% -$171K 0.32% 60
2026
Q2 		$1.17M Buy
7,046
+544
+8% +$101K 0.29% 64
2026
Q1 		$1.35M Sell
6,502
-63
-1% -$11.5K 0.28% 70
2025
Q4 		$1M Buy
6,565
+1,771
+37% +$270K 0.2% 85
2025
Q3 		$744K Sell
4,794
-1,881
-28% -$291K 0.22% 98
2025
Q2 		$956K Buy
6,675
+673
+11% +$94.9K 0.21% 92
2025
Q1 		$1M Buy
6,002
+1,419
+31% +$222K 0.32% 53
2024
Q4 		$664K Sell
4,583
-1,126
-20% -$172K 0.2% 115
2024
Q3 		$841K Buy
+5,709
New +$850K 0.25% 73

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

Net Worth Advisory Group's CVX Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Chevron (CVX) stake by 12% in Q3 2026, selling an estimated $171K and leaving 6,178 shares worth $1.28M. The position accounts for 0.32% of the portfolio, ranked #60.

Net Worth Advisory Group first reported a position in CVX in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.35M in Q1 2026. 1,497 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Net Worth Advisory Group held 6,178 shares of Chevron worth $1.28M as of Q3 2026.
  • Net Worth Advisory Group sold 868 Chevron shares in Q3 2026, an estimated $171K.
  • Chevron made up 0.32% of Net Worth Advisory Group's portfolio in Q3 2026, its #60 holding.
  • Net Worth Advisory Group first reported a position in Chevron in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's Chevron position peaked at $1.35M in Q1 2026.
  • 1,497 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.