Olistico Wealth
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Olistico Wealth’s Chevron CVX Stock Holding History

Olistico Wealth’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 		$941K Buy
4,606
+1
+0% +$197 0.39% 52
2026
Q2 		$763K Hold
4,605
– – 0.33% 57
2026
Q1 		$953K Buy
4,605
+648
+16% +$118K 0.47% 49
2025
Q4 		$603K Buy
3,957
+625
+19% +$95.2K 0.29% 57
2025
Q3 		$517K Sell
3,332
-88
-3% -$13.6K 0.27% 58
2025
Q2 		$490K Sell
3,420
-59
-2% -$8.32K 0.27% 59
2025
Q1 		$582K Sell
3,479
-14
-0.4% -$2.19K 0.36% 52
2024
Q4 		$506K Buy
3,493
+1
+0% +$153 0.29% 58
2024
Q3 		$514K Sell
3,492
-61
-2% -$9.08K 0.31% 60
2024
Q2 		$556K Hold
3,553
– – 0.35% 55
2024
Q1 		$560K Buy
3,553
+973
+38% +$147K 0.4% 54
2023
Q4 		$385K Sell
2,580
-68
-3% -$10.3K 0.3% 76
2023
Q3 		$447K Sell
2,648
-82
-3% -$13.2K 0.4% 64
2023
Q2 		$430K Buy
+2,730
New +$438K 0.37% 67
2023
Q1 		– Sell
-1,312
Closed -$236K – 101
2022
Q4 		$236K Buy
+1,312
New +$229K 0.26% 87

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

Olistico Wealth's CVX Position: Q3 2026 in Review

Olistico Wealth increased its Chevron (CVX) stake by 0.02% in Q3 2026, buying an estimated $197 and bringing the position to 4,606 shares worth $941K. The position accounts for 0.39% of the portfolio, ranked #52.

Olistico Wealth first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $953K in Q1 2026. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Olistico Wealth held 4,606 shares of Chevron worth $941K as of Q3 2026.
  • Olistico Wealth bought 1 Chevron share in Q3 2026, an estimated $197.
  • Chevron made up 0.39% of Olistico Wealth's portfolio in Q3 2026, its #52 holding.
  • Olistico Wealth first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Chevron position peaked at $953K in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.