Sculati Wealth Management
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Sculati Wealth Management’s Chevron CVX Stock Holding History

Sculati 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 		$3.92M Buy
18,232
+2
+0% +$394 1.28% 22
2026
Q2 		$3.42M Buy
18,230
+6
+0% +$1.12K 1.14% 23
2026
Q1 		$3.77M Sell
18,224
-135
-0.7% -$24.6K 1.39% 21
2025
Q4 		$2.8M Sell
18,359
-284
-2% -$43.3K 0.99% 30
2025
Q3 		$2.89M Sell
18,643
-70
-0.4% -$10.8K 1.02% 29
2025
Q2 		$2.68M Sell
18,713
-354
-2% -$49.9K 1.01% 35
2025
Q1 		$3.19M Buy
19,067
+308
+2% +$48.2K 1.29% 19
2024
Q4 		$2.72M Sell
18,759
-1,304
-6% -$200K 1.07% 28
2024
Q3 		$2.95M Buy
20,063
+423
+2% +$63K 1.18% 22
2024
Q2 		$3.07M Buy
19,640
+75
+0.4% +$12K 1.31% 23
2024
Q1 		$3.09M Buy
19,565
+202
+1% +$30.5K 1.33% 22
2023
Q4 		$2.89M Buy
19,363
+85
+0.4% +$12.9K 1.35% 22
2023
Q3 		$3.25M Buy
19,278
+348
+2% +$56.2K 1.66% 14
2023
Q2 		$2.98M Buy
18,930
+26
+0.1% +$4.17K 1.5% 16
2023
Q1 		$3.08M Buy
18,904
+736
+4% +$123K 1.64% 14
2022
Q4 		$3.26M Buy
18,168
+210
+1% +$36.6K 1.83% 11
2022
Q3 		$2.58M Buy
17,958
+934
+5% +$142K 1.52% 15
2022
Q2 		$2.46M Buy
17,024
+313
+2% +$51.7K 1.41% 18
2022
Q1 		$2.72M Buy
16,711
+1,482
+10% +$213K 1.33% 18
2021
Q4 		$1.79M Buy
15,229
+990
+7% +$112K 0.86% 37
2021
Q3 		$1.44M Buy
14,239
+185
+1% +$18.5K 0.77% 41
2021
Q2 		$1.47M Buy
14,054
+535
+4% +$56.5K 0.78% 41
2021
Q1 		$1.42M Buy
13,519
+3,826
+39% +$374K 0.82% 42
2020
Q4 		$819K Buy
9,693
+205
+2% +$16.6K 0.54% 51
2020
Q3 		$683K Buy
9,488
+1,148
+14% +$96.6K 0.51% 50
2020
Q2 		$744K Buy
8,340
+1,464
+21% +$131K 0.63% 45
2020
Q1 		$498K Buy
6,876
+2,302
+50% +$227K 0.55% 50
2019
Q4 		$551K Buy
+4,574
New +$539K 0.49% 58

Other funds holding CVX

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Sculati Wealth Management increased its Chevron (CVX) stake by 0.01% in Q3 2026, buying an estimated $394 and bringing the position to 18,232 shares worth $3.92M. The position accounts for 1.28% of the portfolio, ranked #22.

Sculati Wealth Management first reported a position in CVX in Q4 2019 and has held it in 28 quarters since. 2,571 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Sculati Wealth Management held 18,232 shares of Chevron worth $3.92M as of Q3 2026.
  • Sculati Wealth Management bought 2 Chevron shares in Q3 2026, an estimated $394.
  • Chevron made up 1.28% of Sculati Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Sculati Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 28 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.