Optivise Advisory Services
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Optivise Advisory Services’s Chevron CVX Stock Holding History

Optivise Advisory Services’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 		$259K Buy
1,269
+21
+2% +$4.14K 0.13% 182
2026
Q2 		$207K Sell
1,248
-46
-4% -$8.56K 0.11% 215
2026
Q1 		$268K Buy
+1,294
New +$236K 0.16% 144
2025
Q2 		– Sell
-1,641
Closed -$274K – 211
2025
Q1 		$274K Buy
1,641
+160
+11% +$25K 0.15% 136
2024
Q4 		$215K Sell
1,481
-249
-14% -$38.1K 0.12% 164
2024
Q3 		$255K Sell
1,730
-841
-33% -$125K 0.13% 139
2024
Q2 		$402K Buy
+2,571
New +$410K 0.22% 99

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

Optivise Advisory Services's CVX Position: Q3 2026 in Review

Optivise Advisory Services increased its Chevron (CVX) stake by 1.7% in Q3 2026, buying an estimated $4.14K and bringing the position to 1,269 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #182.

Optivise Advisory Services first reported a position in CVX in Q2 2024 and has held it in 7 quarters since. The position peaked at $402K in Q2 2024. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Optivise Advisory Services held 1,269 shares of Chevron worth $259K as of Q3 2026.
  • Optivise Advisory Services bought 21 Chevron shares in Q3 2026, an estimated $4.14K.
  • Chevron made up 0.13% of Optivise Advisory Services's portfolio in Q3 2026, its #182 holding.
  • Optivise Advisory Services first reported a position in Chevron in Q2 2024 and has held it in 7 quarters since.
  • Optivise Advisory Services's Chevron position peaked at $402K in Q2 2024.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.