Processus Wealth & Capital Management
CVX icon

Processus Wealth & Capital Management’s Chevron CVX Stock Holding History

Processus Wealth & Capital Management’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 		$2.32M Sell
11,384
-60
-0.5% -$11.8K 1.35% 26
2026
Q2 		$1.9M Sell
11,444
-612
-5% -$114K 1.12% 27
2026
Q1 		$2.49M Buy
12,056
+528
+5% +$96.3K 1.69% 24
2025
Q4 		$1.76M Buy
11,528
+462
+4% +$70.4K 1.16% 28
2025
Q3 		$1.72M Buy
11,066
+1,281
+13% +$198K 1.23% 28
2025
Q2 		$1.4M Buy
9,785
+813
+9% +$115K 1.11% 28
2025
Q1 		$1.5M Buy
8,972
+168
+2% +$26.3K 1.28% 27
2024
Q4 		$1.28M Buy
8,804
+77
+0.9% +$11.8K 1.02% 31
2024
Q3 		$1.29M Sell
8,727
-206
-2% -$30.7K 1.06% 31
2024
Q2 		$1.4M Buy
8,933
+214
+2% +$34.1K 1.16% 30
2024
Q1 		$1.38M Buy
8,719
+715
+9% +$108K 1.22% 29
2023
Q4 		$1.19M Buy
+8,004
New +$1.21M 1.19% 31

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Processus Wealth & Capital Management's CVX Position: Q3 2026 in Review

Processus Wealth & Capital Management reduced its Chevron (CVX) stake by 0.52% in Q3 2026, selling an estimated $11.8K and leaving 11,384 shares worth $2.32M. The position accounts for 1.35% of the portfolio, ranked #26.

Processus Wealth & Capital Management first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.49M in Q1 2026. 1,895 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Processus Wealth & Capital Management held 11,384 shares of Chevron worth $2.32M as of Q3 2026.
  • Processus Wealth & Capital Management sold 60 Chevron shares in Q3 2026, an estimated $11.8K.
  • Chevron made up 1.35% of Processus Wealth & Capital Management's portfolio in Q3 2026, its #26 holding.
  • Processus Wealth & Capital Management first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • Processus Wealth & Capital Management's Chevron position peaked at $2.49M in Q1 2026.
  • 1,895 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.