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McCarley & Cook Financial Planners’s Chevron CVX Stock Holding History

McCarley & Cook Financial Planners’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 		$24.7K Hold
121
– – 0.02% 123
2026
Q2 		$20.1K Hold
121
– – 0.02% 128
2026
Q1 		$25K Hold
121
– – 0.02% 118
2025
Q4 		$18.4K Buy
+121
New +$18.4K 0.02% 123

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

McCarley & Cook Financial Planners's CVX Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Chevron (CVX) position steady in Q3 2026 at 121 shares worth $24.7K. The position accounts for 0.02% of the portfolio, ranked #123.

McCarley & Cook Financial Planners first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. The position peaked at $25K in Q1 2026. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • McCarley & Cook Financial Planners held 121 shares of Chevron worth $24.7K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.02% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #123 holding.
  • McCarley & Cook Financial Planners first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Chevron position peaked at $25K in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.