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TrueWealth Advisors’s Chevron CVX Stock Holding History

TrueWealth Advisors’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 		$2.65M Buy
12,966
+2,331
+22% +$459K 0.59% 32
2026
Q2 		$1.76M Sell
10,635
-58
-0.5% -$10.8K 0.4% 40
2026
Q1 		$2.21M Sell
10,693
-210
-2% -$38.3K 0.56% 30
2025
Q4 		$1.66M Sell
10,903
-102
-0.9% -$15.5K 0.43% 44
2025
Q3 		$1.71M Sell
11,005
-188
-2% -$29.1K 0.46% 44
2025
Q2 		$1.6M Sell
11,193
-191
-2% -$26.9K 0.47% 41
2025
Q1 		$1.9M Sell
11,384
-205
-2% -$32.1K 0.63% 36
2024
Q4 		$1.68M Buy
11,589
+3,696
+47% +$566K 0.56% 41
2024
Q3 		$1.16M Sell
7,893
-3,818
-33% -$568K 0.39% 57
2024
Q2 		$1.83M Sell
11,711
-136
-1% -$21.7K 0.68% 31
2024
Q1 		$1.87M Buy
11,847
+27
+0.2% +$4.07K 0.72% 30
2023
Q4 		$1.76M Sell
11,820
-715
-6% -$108K 0.68% 30
2023
Q3 		$2.11M Sell
12,535
-491
-4% -$79.3K 0.89% 25
2023
Q2 		$2.05M Sell
13,026
-56
-0.4% -$8.98K 0.84% 29
2023
Q1 		$2.13M Buy
13,082
+8
+0.1% +$1.34K 0.9% 25
2022
Q4 		$2.35M Buy
13,074
+503
+4% +$87.8K 1.03% 21
2022
Q3 		$1.81M Buy
12,571
+14
+0.1% +$2.13K 0.86% 24
2022
Q2 		$1.82M Buy
12,557
+4,960
+65% +$820K 0.85% 27
2022
Q1 		$892K Hold
7,597
– – 0.4% 54
2021
Q4 		$892K Buy
7,597
+526
+7% +$59.7K 0.4% 54
2021
Q3 		$717K Sell
7,071
-372
-5% -$37.1K 0.4% 55
2021
Q2 		$780K Buy
7,443
+579
+8% +$61.1K 0.46% 49
2021
Q1 		$696K Sell
6,864
-162
-2% -$15.8K 0.45% 49
2020
Q4 		$644K Buy
+7,026
New +$569K 0.55% 45

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

TrueWealth Advisors's CVX Position: Q3 2026 in Review

TrueWealth Advisors increased its Chevron (CVX) stake by 22% in Q3 2026, buying an estimated $459K and bringing the position to 12,966 shares worth $2.65M. The position accounts for 0.59% of the portfolio, ranked #32.

TrueWealth Advisors first reported a position in CVX in Q4 2020 and has held it in 24 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • TrueWealth Advisors held 12,966 shares of Chevron worth $2.65M as of Q3 2026.
  • TrueWealth Advisors bought 2,331 Chevron shares in Q3 2026, an estimated $459K.
  • Chevron made up 0.59% of TrueWealth Advisors's portfolio in Q3 2026, its #32 holding.
  • TrueWealth Advisors first reported a position in Chevron in Q4 2020 and has held it in 24 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.