Pines Wealth Management’s Chevron CVX Stock Holding History

Pines 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	$1.56M	Sell	7,660 -634	-8%	-$125K	0.44%	57
2026 Q2	$1.37M	Buy	8,294 +207	+3%	+$38.5K	0.4%	68
2026 Q1	$1.67M	Buy	8,087 +26	+0.3%	+$4.74K	0.54%	43
2025 Q4	$1.23M	Sell	8,061 -24	-0.3%	-$3.66K	0.4%	66
2025 Q3	$1.26M	Buy	8,085 +201	+3%	+$31.1K	0.42%	56
2025 Q2	$1.17M	Buy	7,884 +76	+1%	+$10.7K	0.41%	59
2025 Q1	$1.07M	Buy	7,808 +253	+3%	+$39.6K	0.49%	49
2024 Q4	$1.16M	Buy	+7,555	New	+$1.16M	0.5%	50

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

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

Pines Wealth Management reduced its Chevron (CVX) stake by 7.6% in Q3 2026, selling an estimated $125K and leaving 7,660 shares worth $1.56M. The position accounts for 0.44% of the portfolio, ranked #57.

Pines Wealth Management first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.67M in Q1 2026. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Pines Wealth Management held 7,660 shares of Chevron worth $1.56M as of Q3 2026.
Pines Wealth Management sold 634 Chevron shares in Q3 2026, an estimated $125K.
Chevron made up 0.44% of Pines Wealth Management's portfolio in Q3 2026, its #57 holding.
Pines Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Chevron position peaked at $1.67M in Q1 2026.
2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.