Occidental Asset Management
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Occidental Asset Management’s Chevron CVX Stock Holding History

Occidental Asset 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 		$1.23M Buy
6,000
+174
+3% +$34.3K 0.11% 122
2026
Q2 		$966K Sell
5,826
-716
-11% -$133K 0.1% 142
2026
Q1 		$1.35M Buy
6,542
+752
+13% +$137K 0.16% 100
2025
Q4 		$882K Sell
5,790
-427
-7% -$65K 0.11% 118
2025
Q3 		$965K Buy
6,217
+975
+19% +$151K 0.12% 110
2025
Q2 		$751K Buy
5,242
+10
+0.2% +$1.41K 0.1% 122
2025
Q1 		$875K Buy
5,232
+602
+13% +$94.2K 0.13% 108
2024
Q4 		$671K Sell
4,630
-130
-3% -$19.9K 0.1% 123
2024
Q3 		$701K Buy
4,760
+1,033
+28% +$154K 0.11% 127
2024
Q2 		$583K Buy
3,727
+1,399
+60% +$223K 0.1% 129
2024
Q1 		$367K Sell
2,328
-464
-17% -$70K 0.07% 145
2023
Q4 		$416K Sell
2,792
-130
-4% -$19.7K 0.09% 146
2023
Q3 		$493K Sell
2,922
-315
-10% -$50.9K 0.11% 132
2023
Q2 		$509K Sell
3,237
-110
-3% -$17.6K 0.12% 148
2023
Q1 		$546K Buy
3,347
+312
+10% +$52.3K 0.14% 127
2022
Q4 		$545K Buy
3,035
+884
+41% +$154K 0.15% 128
2022
Q3 		$309K Buy
2,151
+4
+0.2% +$610 0.09% 142
2022
Q2 		$311K Buy
2,147
+4
+0.2% +$661 0.09% 144
2022
Q1 		$349K Buy
2,143
+31
+1% +$4.45K 0.09% 149
2021
Q4 		$248K Sell
2,112
-181
-8% -$20.6K 0.06% 180
2021
Q3 		$233K Buy
2,293
+106
+5% +$10.6K 0.06% 187
2021
Q2 		$229K Buy
+2,187
New +$231K 0.06% 183

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Occidental Asset Management's CVX Position: Q3 2026 in Review

Occidental Asset Management increased its Chevron (CVX) stake by 3% in Q3 2026, buying an estimated $34.3K and bringing the position to 6,000 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #122.

Occidental Asset Management first reported a position in CVX in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.35M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Occidental Asset Management held 6,000 shares of Chevron worth $1.23M as of Q3 2026.
  • Occidental Asset Management bought 174 Chevron shares in Q3 2026, an estimated $34.3K.
  • Chevron made up 0.11% of Occidental Asset Management's portfolio in Q3 2026, its #122 holding.
  • Occidental Asset Management first reported a position in Chevron in Q2 2021 and has held it in 22 quarters since.
  • Occidental Asset Management's Chevron position peaked at $1.35M in Q1 2026.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Occidental Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.