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Perennial Advisors’s Chevron CVX Stock Holding History

Perennial Advisors’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 		– Hold
0
– – – 128

Other funds holding CVX

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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Perennial Advisors's CVX Position: Q3 2026 in Review

Perennial Advisors reduced its Chevron (CVX) stake by 0.42% in Q3 2026, selling an estimated $2.95K and leaving 3,547 shares worth $724K. The position accounts for 0.11% of the portfolio, ranked #94.

Perennial Advisors first reported a position in CVX in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.28M in Q4 2019. 539 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Perennial Advisors held 3,547 shares of Chevron worth $724K as of Q3 2026.
  • Perennial Advisors sold 15 Chevron shares in Q3 2026, an estimated $2.95K.
  • Chevron made up 0.11% of Perennial Advisors's portfolio in Q3 2026, its #94 holding.
  • Perennial Advisors first reported a position in Chevron in Q4 2016 and has held it in 38 quarters since.
  • Perennial Advisors's Chevron position peaked at $1.28M in Q4 2019.
  • 539 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.