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TrueNorth Wealth & Impact, LLC’s Chevron CVX Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$1.93M Buy
+9,439
New +$1.86M 0.73% 32

Other funds holding CVX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

TrueNorth Wealth & Impact, LLC's CVX Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Chevron (CVX) in Q3 2026: 9,439 shares worth $1.93M. The stake represents 0.73% of the portfolio and ranks #32 among its holdings.

3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 9,439 shares of Chevron worth $1.93M as of Q3 2026.
  • Chevron was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Chevron made up 0.73% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #32 holding.
  • 3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.