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Todd Wealth Management’s Chevron CVX Stock Holding History

Todd 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 		$389K Buy
1,905
+1
+0.1% +$197 0.3% 68
2026
Q2 		$316K Sell
1,904
-8
-0.4% -$1.49K 0.24% 78
2026
Q1 		$396K Buy
+1,912
New +$349K 0.36% 64

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

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

Todd Wealth Management increased its Chevron (CVX) stake by 0.05% in Q3 2026, buying an estimated $197 and bringing the position to 1,905 shares worth $389K. The position accounts for 0.3% of the portfolio, ranked #68.

Todd Wealth Management first reported a position in CVX in Q1 2026 and has held it in 3 quarters since. The position peaked at $396K in Q1 2026. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Todd Wealth Management held 1,905 shares of Chevron worth $389K as of Q3 2026.
  • Todd Wealth Management bought 1 Chevron share in Q3 2026, an estimated $197.
  • Chevron made up 0.3% of Todd Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Todd Wealth Management first reported a position in Chevron in Q1 2026 and has held it in 3 quarters since.
  • Todd Wealth Management's Chevron position peaked at $396K in Q1 2026.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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