Precedent Wealth Partners’s Chevron CVX Stock Holding History

Precedent Wealth Partners’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	$3.62M	Sell	17,721 -157	-0.9%	-$30.9K	0.56%	55
2026 Q2	$2.96M	Buy	17,878 +2,391	+15%	+$445K	0.49%	60
2026 Q1	$3.2M	Sell	15,487 -3,750	-19%	-$684K	0.64%	49
2025 Q4	$2.93M	Buy	19,237 +62	+0.3%	+$9.44K	0.61%	51
2025 Q3	$2.98M	Buy	19,175 +16,627	+653%	+$2.58M	0.66%	48
2025 Q2	$365K	Buy	2,548 +62	+2%	+$8.74K	0.09%	137
2025 Q1	$416K	Sell	2,486 -9,161	-79%	-$1.43M	0.12%	126
2024 Q4	$1.69M	Buy	11,647 +775	+7%	+$119K	0.55%	44
2024 Q3	$1.6M	Buy	10,872 +945	+10%	+$141K	0.53%	47
2024 Q2	$1.55M	Buy	9,927 +457	+5%	+$72.9K	0.63%	36
2024 Q1	$1.49M	Buy	9,470 +566	+6%	+$85.4K	0.64%	36
2023 Q4	$1.33M	Buy	+8,904	New	+$1.35M	0.68%	33

Other funds holding CVX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Precedent Wealth Partners's CVX Position: Q3 2026 in Review

Precedent Wealth Partners reduced its Chevron (CVX) stake by 0.88% in Q3 2026, selling an estimated $30.9K and leaving 17,721 shares worth $3.62M. The position accounts for 0.56% of the portfolio, ranked #55.

Precedent Wealth Partners first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Precedent Wealth Partners held 17,721 shares of Chevron worth $3.62M as of Q3 2026.
Precedent Wealth Partners sold 157 Chevron shares in Q3 2026, an estimated $30.9K.
Chevron made up 0.56% of Precedent Wealth Partners's portfolio in Q3 2026, its #55 holding.
Precedent Wealth Partners first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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