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

Sendero 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 		$1.6M Buy
7,815
+71
+0.9% +$14K 0.16% 94
2026
Q2 		$1.28M Buy
7,744
+1,352
+21% +$252K 0.13% 109
2026
Q1 		$1.32M Sell
6,392
-136
-2% -$24.8K 0.15% 87
2025
Q4 		$995K Buy
6,528
+400
+7% +$60.9K 0.11% 107
2025
Q3 		$952K Buy
6,128
+8
+0.1% +$1.24K 0.11% 107
2025
Q2 		$876K Sell
6,120
-130
-2% -$18.3K 0.11% 107
2025
Q1 		$1.05M Buy
6,250
+34
+0.5% +$5.32K 0.15% 87
2024
Q4 		$900K Buy
6,216
+7
+0.1% +$1.07K 0.13% 87
2024
Q3 		$914K Buy
6,209
+9
+0.1% +$1.34K 0.14% 87
2024
Q2 		$970K Sell
6,200
-349
-5% -$55.7K 0.16% 78
2024
Q1 		$1.03M Buy
6,549
+293
+5% +$44.2K 0.18% 75
2023
Q4 		$933K Buy
6,256
+8
+0.1% +$1.21K 0.18% 85
2023
Q3 		$1.05M Buy
6,248
+6
+0.1% +$969 0.23% 73
2023
Q2 		$982K Buy
+6,242
New +$1M 0.21% 78

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Sendero Wealth Management increased its Chevron (CVX) stake by 0.92% in Q3 2026, buying an estimated $14K and bringing the position to 7,815 shares worth $1.6M. The position accounts for 0.16% of the portfolio, ranked #94.

Sendero Wealth Management first reported a position in CVX in Q2 2023 and has held it in 14 quarters since. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Sendero Wealth Management held 7,815 shares of Chevron worth $1.6M as of Q3 2026.
  • Sendero Wealth Management bought 71 Chevron shares in Q3 2026, an estimated $14K.
  • Chevron made up 0.16% of Sendero Wealth Management's portfolio in Q3 2026, its #94 holding.
  • Sendero Wealth Management first reported a position in Chevron in Q2 2023 and has held it in 14 quarters since.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.