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

Orca 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 		$2.84M Sell
13,898
-224
-2% -$44.1K 1.69% 19
2026
Q2 		$2.34M Sell
14,122
-48
-0.3% -$8.93K 1.4% 22
2026
Q1 		$2.93M Buy
14,170
+46
+0.3% +$8.39K 2.09% 15
2025
Q4 		$2.49M Buy
14,124
+29
+0.2% +$4.42K 1.78% 18
2025
Q3 		$2.19M Sell
14,095
-77
-0.5% -$11.9K 1.66% 22
2025
Q2 		$2.03M Sell
14,172
-71
-0.5% -$10K 1.71% 20
2025
Q1 		$2.38M Sell
14,243
-2
-0% -$313 2.13% 14
2024
Q4 		$2.06M Buy
+14,245
New +$2.18M 1.86% 15

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Orca Wealth Management reduced its Chevron (CVX) stake by 1.6% in Q3 2026, selling an estimated $44.1K and leaving 13,898 shares worth $2.84M. The position accounts for 1.69% of the portfolio, ranked #19.

Orca Wealth Management first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.93M in Q1 2026. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Orca Wealth Management held 13,898 shares of Chevron worth $2.84M as of Q3 2026.
  • Orca Wealth Management sold 224 Chevron shares in Q3 2026, an estimated $44.1K.
  • Chevron made up 1.69% of Orca Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Orca Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • Orca Wealth Management's Chevron position peaked at $2.93M in Q1 2026.
  • 1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.