Prudent Man Advisors
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Prudent Man Advisors’s Chevron CVX Stock Holding History

Prudent Man Advisors’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 		$1.31M Sell
6,416
-237
-4% -$46.7K 0.31% 75
2026
Q2 		$1.1M Buy
6,653
+728
+12% +$135K 0.25% 81
2026
Q1 		$1.23M Buy
5,925
+2,009
+51% +$366K 0.37% 64
2025
Q4 		$597K Sell
3,916
-71
-2% -$10.8K 0.22% 86
2025
Q3 		$619K Sell
3,987
-3,150
-44% -$488K 0.23% 86
2025
Q2 		$1.02M Sell
7,137
-123
-2% -$17.3K 0.32% 75
2025
Q1 		$1.21M Buy
7,260
+168
+2% +$26.3K 0.44% 48
2024
Q4 		$1.03M Sell
7,092
-1,099
-13% -$168K 0.37% 59
2024
Q3 		$1.21M Sell
8,191
-176
-2% -$26.2K 0.4% 59
2024
Q2 		$1.31M Buy
8,367
+312
+4% +$49.8K 0.46% 42
2024
Q1 		$1.27M Sell
8,055
-512
-6% -$77.3K 0.48% 41
2023
Q4 		$1.28M Sell
8,567
-516
-6% -$78K 0.48% 41
2023
Q3 		$1.53M Sell
9,083
-680
-7% -$110K 0.61% 29
2023
Q2 		$1.54M Sell
9,763
-160
-2% -$25.7K 0.58% 32
2023
Q1 		$1.62M Sell
9,923
-198
-2% -$33.2K 0.63% 23
2022
Q4 		$1.82M Sell
10,121
-73
-0.7% -$12.7K 0.73% 21
2022
Q3 		$1.46M Buy
10,194
+1,206
+13% +$184K 0.69% 21
2022
Q2 		$1.3M Sell
8,988
-115
-1% -$19K 0.61% 27
2022
Q1 		$1.48M Sell
9,103
-157
-2% -$22.5K 0.6% 28
2021
Q4 		$1.09M Sell
9,260
-1,643
-15% -$187K 0.41% 48
2021
Q3 		$1.11M Sell
10,903
-47
-0.4% -$4.69K 0.42% 50
2021
Q2 		$1.15M Sell
10,950
-4
-0% -$422 0.44% 48
2021
Q1 		$1.15M Buy
10,954
+230
+2% +$22.5K 0.48% 45
2020
Q4 		$906K Buy
10,724
+167
+2% +$13.5K 0.38% 52
2020
Q3 		$760K Buy
10,557
+93
+0.9% +$7.82K 0.4% 53
2020
Q2 		$934K Buy
+10,464
New +$937K 0.83% 30

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

Prudent Man Advisors's CVX Position: Q3 2026 in Review

Prudent Man Advisors reduced its Chevron (CVX) stake by 3.6% in Q3 2026, selling an estimated $46.7K and leaving 6,416 shares worth $1.31M. The position accounts for 0.31% of the portfolio, ranked #75.

Prudent Man Advisors first reported a position in CVX in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.82M in Q4 2022. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Prudent Man Advisors held 6,416 shares of Chevron worth $1.31M as of Q3 2026.
  • Prudent Man Advisors sold 237 Chevron shares in Q3 2026, an estimated $46.7K.
  • Chevron made up 0.31% of Prudent Man Advisors's portfolio in Q3 2026, its #75 holding.
  • Prudent Man Advisors first reported a position in Chevron in Q2 2020 and has held it in 26 quarters since.
  • Prudent Man Advisors's Chevron position peaked at $1.82M in Q4 2022.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.