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Portus Wealth Advisors’s Chevron CVX Stock Holding History

Portus Wealth 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 		$1.67M Buy
8,155
+155
+2% +$30.5K 1.37% 25
2026
Q2 		$1.33M Buy
8,000
+262
+3% +$48.8K 1.09% 28
2026
Q1 		$1.6M Sell
7,738
-56
-0.7% -$10.2K 1.51% 16
2025
Q4 		$1.19M Buy
7,794
+476
+7% +$72.5K 1.12% 27
2025
Q3 		$1.14M Buy
+7,318
New +$1.13M 1.13% 27

Other funds holding CVX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Portus Wealth Advisors's CVX Position: Q3 2026 in Review

Portus Wealth Advisors increased its Chevron (CVX) stake by 1.9% in Q3 2026, buying an estimated $30.5K and bringing the position to 8,155 shares worth $1.67M. The position accounts for 1.37% of the portfolio, ranked #25.

Portus Wealth Advisors first reported a position in CVX in Q3 2025 and has held it in 5 quarters since. 340 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Portus Wealth Advisors held 8,155 shares of Chevron worth $1.67M as of Q3 2026.
  • Portus Wealth Advisors bought 155 Chevron shares in Q3 2026, an estimated $30.5K.
  • Chevron made up 1.37% of Portus Wealth Advisors's portfolio in Q3 2026, its #25 holding.
  • Portus Wealth Advisors first reported a position in Chevron in Q3 2025 and has held it in 5 quarters since.
  • 340 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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