Northcape Wealth Management
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Northcape Wealth Management’s Chevron CVX Stock Holding History

Northcape Wealth Management’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 		$1.02M Buy
5,019
+38
+0.8% +$7.48K 0.27% 74
2026
Q2 		$826K Buy
4,981
+37
+0.7% +$6.89K 0.22% 86
2026
Q1 		$1.02M Buy
4,944
+262
+6% +$47.8K 0.28% 75
2025
Q4 		$714K Buy
4,682
+501
+12% +$76.3K 0.2% 85
2025
Q3 		$649K Buy
4,181
+158
+4% +$24.5K 0.19% 89
2025
Q2 		$576K Buy
4,023
+479
+14% +$67.5K 0.18% 94
2025
Q1 		$593K Buy
3,544
+513
+17% +$80.3K 0.19% 93
2024
Q4 		$439K Buy
3,031
+709
+31% +$109K 0.14% 101
2024
Q3 		$342K Buy
2,322
+69
+3% +$10.3K 0.11% 109
2024
Q2 		$352K Buy
2,253
+38
+2% +$6.06K 0.13% 102
2024
Q1 		$349K Buy
2,215
+203
+10% +$30.6K 0.13% 103
2023
Q4 		$300K Buy
2,012
+250
+14% +$37.8K 0.11% 116
2023
Q3 		$297K Sell
1,762
-326
-16% -$52.7K 0.11% 120
2023
Q2 		$329K Buy
2,088
+12
+0.6% +$1.92K 0.12% 122
2023
Q1 		$339K Buy
+2,076
New +$348K 0.12% 118
2022
Q4 		– Sell
-2,325
Closed -$334K – 86
2022
Q3 		$334K Buy
+2,325
New +$355K 0.12% 110
2022
Q2 		– Sell
-2,166
Closed -$353K – 124
2022
Q1 		$353K Buy
+2,166
New +$311K 0.1% 119

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northcape Wealth Management's CVX Position: Q3 2026 in Review

Northcape Wealth Management increased its Chevron (CVX) stake by 0.76% in Q3 2026, buying an estimated $7.48K and bringing the position to 5,019 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #74.

Northcape Wealth Management first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. 2,942 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Northcape Wealth Management held 5,019 shares of Chevron worth $1.02M as of Q3 2026.
  • Northcape Wealth Management bought 38 Chevron shares in Q3 2026, an estimated $7.48K.
  • Chevron made up 0.27% of Northcape Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Northcape Wealth Management first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • 2,942 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Northcape Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.