New Perspectives Inc
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New Perspectives Inc’s Chevron CVX Stock Holding History

New Perspectives Inc’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 		$651K Buy
3,188
+912
+40% +$180K 0.2% 22
2026
Q2 		$377K Hold
2,276
– – 0.12% 30
2026
Q1 		$471K Sell
2,276
-23
-1% -$4.19K 0.16% 22
2025
Q4 		$350K Buy
2,299
+2
+0.1% +$305 0.12% 26
2025
Q3 		$357K Buy
+2,297
New +$356K 0.16% 26

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

New Perspectives Inc's CVX Position: Q3 2026 in Review

New Perspectives Inc increased its Chevron (CVX) stake by 40% in Q3 2026, buying an estimated $180K and bringing the position to 3,188 shares worth $651K. The position accounts for 0.2% of the portfolio, ranked #22.

New Perspectives Inc first reported a position in CVX in Q3 2025 and has held it in 5 quarters since. 1,560 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • New Perspectives Inc held 3,188 shares of Chevron worth $651K as of Q3 2026.
  • New Perspectives Inc bought 912 Chevron shares in Q3 2026, an estimated $180K.
  • Chevron made up 0.2% of New Perspectives Inc's portfolio in Q3 2026, its #22 holding.
  • New Perspectives Inc first reported a position in Chevron in Q3 2025 and has held it in 5 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.