Towercrest Capital Management
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Towercrest Capital Management’s Chevron CVX Stock Holding History

Towercrest Capital 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 		$531K Hold
2,599
– – 0.08% 66
2026
Q2 		$431K Sell
2,599
-75
-3% -$14K 0.06% 73
2026
Q1 		$553K Buy
2,674
+176
+7% +$32.1K 0.09% 67
2025
Q4 		$381K Hold
2,498
– – 0.06% 76
2025
Q3 		$388K Buy
2,498
+98
+4% +$15.2K 0.06% 77
2025
Q2 		$344K Hold
2,400
– – 0.06% 74
2025
Q1 		$401K Sell
2,400
-205
-8% -$32.1K 0.08% 69
2024
Q4 		$377K Sell
2,605
-30
-1% -$4.59K 0.06% 79
2024
Q3 		$388K Hold
2,635
– – 0.06% 82
2024
Q2 		$412K Hold
2,635
– – 0.07% 80
2024
Q1 		$416K Sell
2,635
-126
-5% -$19K 0.07% 80
2023
Q4 		$412K Sell
2,761
-19
-0.7% -$2.87K 0.07% 76
2023
Q3 		$469K Buy
2,780
+29
+1% +$4.68K 0.09% 64
2023
Q2 		$433K Buy
2,751
+225
+9% +$36.1K 0.08% 68
2023
Q1 		$412K Hold
2,526
– – 0.09% 65
2022
Q4 		$453K Buy
2,526
+76
+3% +$13.3K 0.1% 62
2022
Q3 		$352K Hold
2,450
– – 0.08% 64
2022
Q2 		$355K Hold
2,450
– – 0.08% 65
2022
Q1 		$399K Hold
2,450
– – 0.08% 67
2021
Q4 		$288K Hold
2,450
– – 0.05% 78
2021
Q3 		$249K Hold
2,450
– – 0.05% 87
2021
Q2 		$257K Buy
2,450
+24
+1% +$2.53K 0.05% 80
2021
Q1 		$254K Sell
2,426
-23
-0.9% -$2.25K 0.05% 78
2020
Q4 		$207K Buy
+2,449
New +$198K 0.05% 84

Other funds holding CVX

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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Towercrest Capital Management's CVX Position: Q3 2026 in Review

Towercrest Capital Management held its Chevron (CVX) position steady in Q3 2026 at 2,599 shares worth $531K. The position accounts for 0.08% of the portfolio, ranked #66.

Towercrest Capital Management first reported a position in CVX in Q4 2020 and has held it in 24 quarters since. The position peaked at $553K in Q1 2026. 2,233 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Towercrest Capital Management held 2,599 shares of Chevron worth $531K as of Q3 2026.
  • Towercrest Capital Management left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.08% of Towercrest Capital Management's portfolio in Q3 2026, its #66 holding.
  • Towercrest Capital Management first reported a position in Chevron in Q4 2020 and has held it in 24 quarters since.
  • Towercrest Capital Management's Chevron position peaked at $553K in Q1 2026.
  • 2,233 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.