StackStone Wealth’s Chevron CVX Stock Holding History

StackStone 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	$17M	Buy	+83,267	New	+$16.4M	1.68%	9

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

StackStone Wealth's CVX Position: Q3 2026 in Review

StackStone Wealth opened a new position in Chevron (CVX) in Q3 2026: 83,267 shares worth $17M. The stake represents 1.68% of the portfolio and ranks #9 among its holdings.

1,895 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

StackStone Wealth held 83,267 shares of Chevron worth $17M as of Q3 2026.
Chevron was a new StackStone Wealth position in Q3 2026.
Chevron made up 1.68% of StackStone Wealth's portfolio in Q3 2026, its #9 holding.
1,895 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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