Third View Private Wealth
CVX icon

Third View Private Wealth’s Chevron CVX Stock Holding History

Third View Private 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 		$392K Sell
1,922
-614
-24% -$121K 0.05% 200
2026
Q2 		$420K Sell
2,536
-243
-9% -$45.2K 0.05% 206
2026
Q1 		$575K Buy
+2,779
New +$507K 0.08% 156

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
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Third View Private Wealth's CVX Position: Q3 2026 in Review

Third View Private Wealth reduced its Chevron (CVX) stake by 24% in Q3 2026, selling an estimated $121K and leaving 1,922 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #200.

Third View Private Wealth first reported a position in CVX in Q1 2026 and has held it in 3 quarters since. The position peaked at $575K in Q1 2026. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Third View Private Wealth held 1,922 shares of Chevron worth $392K as of Q3 2026.
  • Third View Private Wealth sold 614 Chevron shares in Q3 2026, an estimated $121K.
  • Chevron made up 0.05% of Third View Private Wealth's portfolio in Q3 2026, its #200 holding.
  • Third View Private Wealth first reported a position in Chevron in Q1 2026 and has held it in 3 quarters since.
  • Third View Private Wealth's Chevron position peaked at $575K in Q1 2026.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.