Premier Path Wealth Partners
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Premier Path Wealth Partners’s Chevron CVX Stock Holding History

Premier Path 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 		$3.22M Buy
15,772
+728
+5% +$143K 0.38% 67
2026
Q2 		$2.49M Buy
15,044
+139
+0.9% +$25.9K 0.29% 85
2026
Q1 		$3.08M Buy
14,905
+805
+6% +$147K 0.4% 56
2025
Q4 		$2.15M Sell
14,100
-1,314
-9% -$200K 0.28% 81
2025
Q3 		$2.39M Buy
15,414
+2,854
+23% +$442K 0.31% 74
2025
Q2 		$1.8M Sell
12,560
-184
-1% -$25.9K 0.25% 92
2025
Q1 		$2.13M Buy
12,744
+208
+2% +$32.6K 0.33% 70
2024
Q4 		$1.82M Buy
12,536
+2,419
+24% +$370K 0.28% 84
2024
Q3 		$1.49M Sell
10,117
-2,000
-17% -$298K 0.23% 100
2024
Q2 		$1.9M Buy
12,117
+1,144
+10% +$182K 0.32% 76
2024
Q1 		$1.73M Buy
10,973
+1,164
+12% +$176K 0.33% 79
2023
Q4 		$1.45M Buy
+9,809
New +$1.48M 0.32% 74

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

Premier Path Wealth Partners's CVX Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Chevron (CVX) stake by 4.8% in Q3 2026, buying an estimated $143K and bringing the position to 15,772 shares worth $3.22M. The position accounts for 0.38% of the portfolio, ranked #67.

Premier Path Wealth Partners first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. 1,310 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Premier Path Wealth Partners held 15,772 shares of Chevron worth $3.22M as of Q3 2026.
  • Premier Path Wealth Partners bought 728 Chevron shares in Q3 2026, an estimated $143K.
  • Chevron made up 0.38% of Premier Path Wealth Partners's portfolio in Q3 2026, its #67 holding.
  • Premier Path Wealth Partners first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.