Proactive Wealth Strategies
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Proactive Wealth Strategies’s Chevron CVX Stock Holding History

Proactive Wealth Strategies’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 		$1.12M Buy
5,482
+84
+2% +$16.5K 0.17% 110
2026
Q2 		$895K Buy
5,398
+50
+0.9% +$9.31K 0.14% 112
2026
Q1 		$1.11M Buy
5,348
+2,649
+98% +$483K 0.21% 100
2025
Q4 		$411K Sell
2,699
-4
-0.1% -$609 0.16% 104
2025
Q3 		$420K Buy
2,703
+30
+1% +$4.65K 0.18% 96
2025
Q2 		$383K Buy
2,673
+171
+7% +$24.1K 0.18% 97
2025
Q1 		$419K Sell
2,502
-94
-4% -$14.7K 0.22% 90
2024
Q4 		$376K Buy
2,596
+26
+1% +$3.98K 0.2% 93
2024
Q3 		$378K Buy
+2,570
New +$383K 0.21% 88

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Proactive Wealth Strategies's CVX Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Chevron (CVX) stake by 1.6% in Q3 2026, buying an estimated $16.5K and bringing the position to 5,482 shares worth $1.12M. The position accounts for 0.17% of the portfolio, ranked #110.

Proactive Wealth Strategies first reported a position in CVX in Q3 2024 and has held it in 9 quarters since. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Proactive Wealth Strategies held 5,482 shares of Chevron worth $1.12M as of Q3 2026.
  • Proactive Wealth Strategies bought 84 Chevron shares in Q3 2026, an estimated $16.5K.
  • Chevron made up 0.17% of Proactive Wealth Strategies's portfolio in Q3 2026, its #110 holding.
  • Proactive Wealth Strategies first reported a position in Chevron in Q3 2024 and has held it in 9 quarters since.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.