Rockport Wealth’s Chevron CVX Stock Holding History

Rockport Wealth’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	$401K	Buy	1,962 +274	+16%	+$54K	0.07%	70
2026 Q2	$280K	Buy	1,688 +80	+5%	+$14.9K	0.05%	92
2026 Q1	$333K	Buy	1,608 +33	+2%	+$6.02K	0.06%	76
2025 Q4	$240K	Buy	+1,575	New	+$240K	0.05%	86

Other funds holding CVX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rockport Wealth's CVX Position: Q3 2026 in Review

Rockport Wealth increased its Chevron (CVX) stake by 16% in Q3 2026, buying an estimated $54K and bringing the position to 1,962 shares worth $401K. The position accounts for 0.07% of the portfolio, ranked #70.

Rockport Wealth first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Rockport Wealth held 1,962 shares of Chevron worth $401K as of Q3 2026.
Rockport Wealth bought 274 Chevron shares in Q3 2026, an estimated $54K.
Chevron made up 0.07% of Rockport Wealth's portfolio in Q3 2026, its #70 holding.
Rockport Wealth first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Rockport Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.