PW Nova Financial Services
CVX icon

PW Nova Financial Services’s Chevron CVX Stock Holding History

PW Nova Financial 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 		$1.44M Sell
7,028
-5,814
-45% -$1.14M 0.29% 79
2026
Q2 		$2.13M Buy
12,842
+570
+5% +$106K 0.46% 60
2026
Q1 		$2.54M Buy
12,272
+7,698
+168% +$1.4M 0.64% 43
2025
Q4 		$713K Buy
+4,574
New +$697K 0.27% 69

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PW Nova Financial Services's CVX Position: Q3 2026 in Review

PW Nova Financial Services reduced its Chevron (CVX) stake by 45% in Q3 2026, selling an estimated $1.14M and leaving 7,028 shares worth $1.44M. The position accounts for 0.29% of the portfolio, ranked #79.

PW Nova Financial Services first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.54M in Q1 2026. 1,545 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • PW Nova Financial Services held 7,028 shares of Chevron worth $1.44M as of Q3 2026.
  • PW Nova Financial Services sold 5,814 Chevron shares in Q3 2026, an estimated $1.14M.
  • Chevron made up 0.29% of PW Nova Financial Services's portfolio in Q3 2026, its #79 holding.
  • PW Nova Financial Services first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's Chevron position peaked at $2.54M in Q1 2026.
  • 1,545 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.