Portfolio Design Labs
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Portfolio Design Labs’s Chevron CVX Stock Holding History

Portfolio Design Labs’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 		$5.42M Buy
26,554
+1,031
+4% +$203K 0.87% 27
2026
Q2 		$4.23M Buy
25,523
+1,440
+6% +$268K 0.69% 34
2026
Q1 		$4.98M Sell
24,083
-4,439
-16% -$809K 0.89% 24
2025
Q4 		$4.35M Sell
28,522
-1,817
-6% -$277K 0.72% 25
2025
Q3 		$4.71M Buy
30,339
+15,464
+104% +$2.39M 0.81% 25
2025
Q2 		$2.13M Sell
14,875
-1,201
-7% -$169K 0.42% 63
2025
Q1 		$2.69M Buy
16,076
+4,174
+35% +$653K 0.55% 63
2024
Q4 		$1.72M Buy
11,902
+2,240
+23% +$343K 0.35% 92
2024
Q3 		$1.42M Buy
+9,662
New +$1.44M 0.4% 90

Other funds holding CVX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Portfolio Design Labs's CVX Position: Q3 2026 in Review

Portfolio Design Labs increased its Chevron (CVX) stake by 4% in Q3 2026, buying an estimated $203K and bringing the position to 26,554 shares worth $5.42M. The position accounts for 0.87% of the portfolio, ranked #27.

Portfolio Design Labs first reported a position in CVX in Q3 2024 and has held it in 9 quarters since. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Portfolio Design Labs held 26,554 shares of Chevron worth $5.42M as of Q3 2026.
  • Portfolio Design Labs bought 1,031 Chevron shares in Q3 2026, an estimated $203K.
  • Chevron made up 0.87% of Portfolio Design Labs's portfolio in Q3 2026, its #27 holding.
  • Portfolio Design Labs first reported a position in Chevron in Q3 2024 and has held it in 9 quarters since.
  • 3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Portfolio Design Labs's 13F filing for Q3 2026, filed 4 Nov 2026.