Triad Wealth Partners’s Chevron CVX Stock Holding History

Triad Wealth Partners’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	$5.41M	Sell	26,496 -883	-3%	-$174K	0.3%	54
2026 Q2	$5.29M	Buy	27,379 +858	+3%	+$160K	0.31%	59
2026 Q1	$5.49M	Buy	26,521 +1,080	+4%	+$197K	0.43%	52
2025 Q4	$3.88M	Buy	25,441 +1,066	+4%	+$162K	0.37%	64
2025 Q3	$3.79M	Buy	24,375 +19,327	+383%	+$2.99M	0.49%	48
2025 Q2	$723K	Buy	5,048 +770	+18%	+$109K	0.15%	107
2025 Q1	$716K	Buy	4,278 +376	+10%	+$58.9K	0.22%	78
2024 Q4	$565K	Buy	+3,902	New	+$597K	0.2%	80
2024 Q3	–	Sell	-2,787	Closed	-$436K	–	238
2024 Q2	$436K	Buy	2,787 +479	+21%	+$76.4K	0.23%	43
2024 Q1	$364K	Buy	+2,308	New	+$348K	0.28%	34

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Triad Wealth Partners's CVX Position: Q3 2026 in Review

Triad Wealth Partners reduced its Chevron (CVX) stake by 3.2% in Q3 2026, selling an estimated $174K and leaving 26,496 shares worth $5.41M. The position accounts for 0.3% of the portfolio, ranked #54.

Triad Wealth Partners first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.49M in Q1 2026. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Triad Wealth Partners held 26,496 shares of Chevron worth $5.41M as of Q3 2026.
Triad Wealth Partners sold 883 Chevron shares in Q3 2026, an estimated $174K.
Chevron made up 0.3% of Triad Wealth Partners's portfolio in Q3 2026, its #54 holding.
Triad Wealth Partners first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's Chevron position peaked at $5.49M in Q1 2026.
2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.