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Private Client Services’s Chevron CVX Stock Holding History

Private Client Services’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 		$603K Buy
2,951
+259
+10% +$51K 0.16% 111
2026
Q2 		$446K Sell
2,692
-166
-6% -$30.9K 0.12% 139
2026
Q1 		$591K Buy
2,858
+859
+43% +$157K 0.18% 102
2025
Q4 		$305K Sell
1,999
-549
-22% -$83.6K 0.1% 142
2025
Q3 		$396K Sell
2,548
-418
-14% -$64.7K 0.13% 122
2025
Q2 		$425K Buy
2,966
+1,034
+54% +$146K 0.17% 123
2025
Q1 		$323K Buy
1,932
+241
+14% +$37.7K 0.16% 125
2024
Q4 		$245K Sell
1,691
-7
-0.4% -$1.07K 0.13% 151
2024
Q3 		$250K Buy
1,698
+46
+3% +$6.85K 0.13% 142
2024
Q2 		$258K Buy
1,652
+4
+0.2% +$638 0.16% 111
2024
Q1 		$260K Sell
1,648
-98
-6% -$14.8K 0.17% 105
2023
Q4 		$260K Buy
+1,746
New +$264K 0.21% 114

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

Private Client Services's CVX Position: Q3 2026 in Review

Private Client Services increased its Chevron (CVX) stake by 9.6% in Q3 2026, buying an estimated $51K and bringing the position to 2,951 shares worth $603K. The position accounts for 0.16% of the portfolio, ranked #111.

Private Client Services first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. 404 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Private Client Services held 2,951 shares of Chevron worth $603K as of Q3 2026.
  • Private Client Services bought 259 Chevron shares in Q3 2026, an estimated $51K.
  • Chevron made up 0.16% of Private Client Services's portfolio in Q3 2026, its #111 holding.
  • Private Client Services first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • 404 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.