Powers Advisory Group
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Powers Advisory Group’s Chevron CVX Stock Holding History

Powers Advisory Group’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 		$1.13M Hold
5,510
– – 0.34% 47
2026
Q2 		$913K Sell
5,510
-374
-6% -$69.6K 0.29% 54
2026
Q1 		$1.22M Buy
5,884
+4
+0.1% +$729 0.43% 42
2025
Q4 		$896K Buy
5,880
+405
+7% +$61.7K 0.34% 47
2025
Q3 		$850K Buy
5,475
+38
+0.7% +$5.88K 0.34% 47
2025
Q2 		$779K Buy
5,437
+186
+4% +$26.2K 0.34% 49
2025
Q1 		$878K Sell
5,251
-8
-0.2% -$1.25K 0.42% 42
2024
Q4 		$762K Buy
5,259
+33
+0.6% +$5.05K 0.38% 43
2024
Q3 		$770K Buy
5,226
+8
+0.2% +$1.19K 0.38% 43
2024
Q2 		$816K Buy
5,218
+132
+3% +$21K 0.45% 39
2024
Q1 		$802K Sell
5,086
-6
-0.1% -$905 0.46% 41
2023
Q4 		$759K Sell
5,092
-60
-1% -$9.08K 0.47% 40
2023
Q3 		$869K Buy
5,152
+50
+1% +$8.08K 0.59% 35
2023
Q2 		$803K Buy
5,102
+125
+3% +$20K 0.53% 38
2023
Q1 		$812K Buy
4,977
+28
+0.6% +$4.69K 0.57% 37
2022
Q4 		$888K Buy
4,949
+25
+0.5% +$4.36K 0.65% 36
2022
Q3 		$707K Buy
4,924
+13
+0.3% +$1.98K 0.56% 39
2022
Q2 		$711K Sell
4,911
-106
-2% -$17.5K 0.55% 41
2022
Q1 		$817K Buy
5,017
+25
+0.5% +$3.58K 0.57% 42
2021
Q4 		$586K Buy
+4,992
New +$567K 0.41% 54

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
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
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Powers Advisory Group's CVX Position: Q3 2026 in Review

Powers Advisory Group held its Chevron (CVX) position steady in Q3 2026 at 5,510 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #47.

Powers Advisory Group first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.22M in Q1 2026. 1,223 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Powers Advisory Group held 5,510 shares of Chevron worth $1.13M as of Q3 2026.
  • Powers Advisory Group left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.34% of Powers Advisory Group's portfolio in Q3 2026, its #47 holding.
  • Powers Advisory Group first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Chevron position peaked at $1.22M in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.