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PKS Advisory Services’s Chevron CVX Stock Holding History

PKS Advisory Services’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 		$786K Hold
4,739
– – 0.13% 161
2026
Q2 		$786K Buy
4,739
+1,994
+73% +$371K 0.13% 162
2026
Q1 		$566K Buy
2,745
+628
+30% +$115K 0.13% 154
2025
Q4 		$323K Sell
2,117
-666
-24% -$101K 0.07% 187
2025
Q3 		$432K Buy
2,783
+65
+2% +$10.1K 0.09% 161
2025
Q2 		$390K Buy
2,718
+384
+16% +$54.1K 0.1% 171
2025
Q1 		$389K Buy
2,334
+78
+3% +$12.2K 0.11% 155
2024
Q4 		$327K Buy
+2,256
New +$345K 0.08% 179

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
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 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

PKS Advisory Services's CVX Position: Q3 2026 in Review

PKS Advisory Services held its Chevron (CVX) position steady in Q3 2026 at 4,739 shares worth $786K. The position accounts for 0.13% of the portfolio, ranked #161.

PKS Advisory Services first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. 1,778 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • PKS Advisory Services held 4,739 shares of Chevron worth $786K as of Q3 2026.
  • PKS Advisory Services left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.13% of PKS Advisory Services's portfolio in Q3 2026, its #161 holding.
  • PKS Advisory Services first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • 1,778 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.