PFW Advisors
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PFW Advisors’s Chevron CVX Stock Holding History

PFW 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 		$210K Buy
+1,030
New +$203K 0.06% 115
2026
Q2 		– Sell
-1,057
Closed -$219K – 126
2026
Q1 		$219K Buy
+1,057
New +$193K 0.07% 114

Other funds holding CVX

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
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
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

PFW Advisors's CVX Position: Q3 2026 in Review

PFW Advisors opened a new position in Chevron (CVX) in Q3 2026: 1,030 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings. This is a return to the name: PFW Advisors previously reported a position in CVX as recently as Q1 2026.

PFW Advisors first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $219K in Q1 2026. 1,571 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • PFW Advisors held 1,030 shares of Chevron worth $210K as of Q3 2026.
  • Chevron was a new PFW Advisors position in Q3 2026.
  • Chevron made up 0.06% of PFW Advisors's portfolio in Q3 2026, its #115 holding.
  • PFW Advisors first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • PFW Advisors's Chevron position peaked at $219K in Q1 2026.
  • 1,571 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.