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Puff Wealth Management’s Chevron CVX Stock Holding History

Puff Wealth 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 		$453K Hold
2,216
– – 0.43% 54
2026
Q2 		$367K Buy
+2,216
New +$412K 0.37% 57
2025
Q4 		$349K Buy
2,236
+20
+0.9% +$3.05K 0.45% 51
2025
Q3 		$344K Buy
2,216
+2
+0.1% +$310 0.52% 45
2025
Q2 		$317K Sell
2,214
-171
-7% -$24.1K 0.23% 77
2025
Q1 		$399K Hold
2,385
– – 0.37% 59
2024
Q4 		$345K Buy
+2,385
New +$365K 0.6% 42

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
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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

Puff Wealth Management's CVX Position: Q3 2026 in Review

Puff Wealth Management held its Chevron (CVX) position steady in Q3 2026 at 2,216 shares worth $453K. The position accounts for 0.43% of the portfolio, ranked #54.

Puff Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. 495 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Puff Wealth Management held 2,216 shares of Chevron worth $453K as of Q3 2026.
  • Puff Wealth Management left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.43% of Puff Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Puff Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • 495 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.