Nicholson Wealth Management Group’s Chevron CVX Stock Holding History

Nicholson Wealth Management 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	$647K	Sell	3,170 -28	-0.9%	-$5.51K	0.39%	85
2026 Q2	$530K	Sell	3,198 -48	-1%	-$8.93K	0.31%	84
2026 Q1	$672K	Buy	3,246 +350	+12%	+$63.8K	0.39%	82
2025 Q4	$441K	Hold	2,896	–	–	0.26%	91
2025 Q3	$450K	Buy	2,896 +2	+0.1%	+$310	0.26%	91
2025 Q2	$414K	Buy	2,894 +112	+4%	+$15.8K	0.26%	94
2025 Q1	$465K	Sell	2,782 -17	-0.6%	-$2.66K	0.31%	86
2024 Q4	$405K	Buy	2,799 +138	+5%	+$21.1K	0.27%	88
2024 Q3	$392K	Buy	+2,661	New	+$396K	0.32%	86

Other funds holding CVX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Nicholson Wealth Management Group's CVX Position: Q3 2026 in Review

Nicholson Wealth Management Group reduced its Chevron (CVX) stake by 0.88% in Q3 2026, selling an estimated $5.51K and leaving 3,170 shares worth $647K. The position accounts for 0.39% of the portfolio, ranked #85.

Nicholson Wealth Management Group first reported a position in CVX in Q3 2024 and has held it in 9 quarters since. The position peaked at $672K in Q1 2026. 3,093 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Nicholson Wealth Management Group held 3,170 shares of Chevron worth $647K as of Q3 2026.
Nicholson Wealth Management Group sold 28 Chevron shares in Q3 2026, an estimated $5.51K.
Chevron made up 0.39% of Nicholson Wealth Management Group's portfolio in Q3 2026, its #85 holding.
Nicholson Wealth Management Group first reported a position in Chevron in Q3 2024 and has held it in 9 quarters since.
Nicholson Wealth Management Group's Chevron position peaked at $672K in Q1 2026.
3,093 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.