Next Level Private
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Next Level Private’s Chevron CVX Stock Holding History

Next Level Private’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 		$1.2M Sell
5,888
-29
-0.5% -$5.71K 0.23% 70
2026
Q2 		$981K Buy
5,917
+20
+0.3% +$3.72K 0.19% 76
2026
Q1 		$1.22M Buy
5,897
+632
+12% +$115K 0.28% 63
2025
Q4 		$802K Sell
5,265
-797
-13% -$121K 0.21% 79
2025
Q3 		$934K Buy
6,062
+36
+0.6% +$5.58K 0.27% 65
2025
Q2 		$863K Buy
6,026
+32
+0.5% +$4.51K 0.28% 60
2025
Q1 		$1M Sell
5,994
-17
-0.3% -$2.66K 0.37% 54
2024
Q4 		$871K Sell
6,011
-633
-10% -$96.9K 0.35% 55
2024
Q3 		$978K Buy
6,644
+800
+14% +$119K 0.4% 49
2024
Q2 		$914K Sell
5,844
-4
-0.1% -$638 0.42% 50
2024
Q1 		$922K Buy
5,848
+28
+0.5% +$4.22K 0.42% 48
2023
Q4 		$868K Buy
5,820
+259
+5% +$39.2K 0.49% 44
2023
Q3 		$926K Hold
5,561
– – 0.61% 41
2023
Q2 		$863K Buy
+5,561
New +$892K 0.56% 43
2023
Q1 		– Sell
-5,061
Closed -$887K – 73
2022
Q4 		$887K Sell
5,061
-85
-2% -$14.8K 0.65% 39
2022
Q3 		$816K Buy
5,146
+2,269
+79% +$346K 0.72% 32
2022
Q2 		$417K Sell
2,877
-2,269
-44% -$375K 0.16% 96
2022
Q1 		$838K Hold
5,146
– – 0.68% 35
2021
Q4 		$604K Buy
+5,146
New +$585K 0.51% 45

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Next Level Private's CVX Position: Q3 2026 in Review

Next Level Private reduced its Chevron (CVX) stake by 0.49% in Q3 2026, selling an estimated $5.71K and leaving 5,888 shares worth $1.2M. The position accounts for 0.23% of the portfolio, ranked #70.

Next Level Private first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q1 2026. 2,157 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Next Level Private held 5,888 shares of Chevron worth $1.2M as of Q3 2026.
  • Next Level Private sold 29 Chevron shares in Q3 2026, an estimated $5.71K.
  • Chevron made up 0.23% of Next Level Private's portfolio in Q3 2026, its #70 holding.
  • Next Level Private first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Next Level Private's Chevron position peaked at $1.22M in Q1 2026.
  • 2,157 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.