Parkshore Wealth Management’s Chevron CVX Stock Holding History

Parkshore 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	$354K	Hold	1,732	–	–	0.09%	53
2026 Q2	$287K	Sell	1,732 -1,004	-37%	-$187K	0.08%	61
2026 Q1	$566K	Buy	2,736 +26	+1%	+$4.74K	0.19%	42
2025 Q4	$413K	Sell	2,710 -77	-3%	-$11.7K	0.16%	46
2025 Q3	$433K	Buy	2,787 +56	+2%	+$8.67K	0.18%	45
2025 Q2	$391K	Buy	2,731 +30	+1%	+$4.23K	0.19%	47
2025 Q1	$452K	Buy	2,701 +16	+0.6%	+$2.5K	0.26%	43
2024 Q4	$389K	Buy	+2,685	New	+$411K	0.23%	47

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Parkshore Wealth Management held its Chevron (CVX) position steady in Q3 2026 at 1,732 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #53.

Parkshore Wealth Management first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $566K in Q1 2026. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Parkshore Wealth Management held 1,732 shares of Chevron worth $354K as of Q3 2026.
Parkshore Wealth Management left its Chevron share count unchanged in Q3 2026.
Chevron made up 0.09% of Parkshore Wealth Management's portfolio in Q3 2026, its #53 holding.
Parkshore Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's Chevron position peaked at $566K in Q1 2026.
2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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