Next Level Wealth Planning’s Chevron CVX Stock Holding History

Next Level Wealth Planning’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	$111K	Buy	+545	New	+$107K	0.05%	103

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Next Level Wealth Planning's CVX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Chevron (CVX) in Q3 2026: 545 shares worth $111K. The stake represents 0.05% of the portfolio and ranks #103 among its holdings.

2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Next Level Wealth Planning held 545 shares of Chevron worth $111K as of Q3 2026.
Chevron was a new Next Level Wealth Planning position in Q3 2026.
Chevron made up 0.05% of Next Level Wealth Planning's portfolio in Q3 2026, its #103 holding.
2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.