Wealth Advisory Solutions
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Wealth Advisory Solutions’s Chevron CVX Stock Holding History

Wealth Advisory Solutions’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 		$2.04M Buy
10,013
+670
+7% +$132K 0.42% 55
2026
Q2 		$1.55M Buy
9,343
+73
+0.8% +$13.6K 0.32% 66
2026
Q1 		$1.92M Sell
9,270
-407
-4% -$74.2K 0.43% 52
2025
Q4 		$1.47M Sell
9,677
-54
-0.6% -$8.22K 0.34% 62
2025
Q3 		$1.51M Buy
9,731
+17
+0.2% +$2.63K 0.37% 61
2025
Q2 		$1.39M Sell
9,714
-188
-2% -$26.5K 0.35% 64
2025
Q1 		$1.66M Sell
9,902
-22,132
-69% -$3.46M 0.44% 55
2024
Q4 		$4.64M Sell
32,034
-13,798
-30% -$2.11M 1.3% 20
2024
Q3 		$6.75M Sell
45,832
-5,513
-11% -$821K 1.86% 13
2024
Q2 		$8.03M Buy
51,345
+2,294
+5% +$366K 2.18% 12
2024
Q1 		$7.74M Buy
49,051
+2,836
+6% +$428K 2% 13
2023
Q4 		$6.89M Sell
46,215
-6,962
-13% -$1.05M 2.41% 14
2023
Q3 		$8.97M Sell
53,177
-1,302
-2% -$210K 1.76% 15
2023
Q2 		$8.57M Sell
54,479
-1,451
-3% -$233K 2.28% 13
2023
Q1 		$9.13M Sell
55,930
-15,246
-21% -$2.56M 2.43% 10
2022
Q4 		$12.8M Sell
71,176
-438
-0.6% -$76.4K 3.43% 4
2022
Q3 		$10.3M Buy
71,614
+18,570
+35% +$2.83M 2.84% 5
2022
Q2 		$7.68M Sell
53,044
-5,128
-9% -$848K 1.89% 13
2022
Q1 		$9.47M Buy
+58,172
New +$8.34M 1.97% 10
2021
Q3 		$5.83M Buy
57,476
+35,700
+164% +$3.56M 1.3% 18
2021
Q2 		$2.28M Buy
21,776
+1,195
+6% +$126K 0.54% 50
2021
Q1 		$1.77M Buy
20,581
+17,697
+614% +$1.73M 0.37% 80
2020
Q4 		$243K Sell
2,884
-1,029
-26% -$83.3K 0.07% 139
2020
Q3 		$281K Sell
3,913
-177
-4% -$14.9K 0.07% 151
2020
Q2 		$364K Buy
4,090
+316
+8% +$28.3K 0.1% 128
2020
Q1 		$273K Buy
+3,774
New +$373K 0.09% 136

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Wealth Advisory Solutions's CVX Position: Q3 2026 in Review

Wealth Advisory Solutions increased its Chevron (CVX) stake by 7.2% in Q3 2026, buying an estimated $132K and bringing the position to 10,013 shares worth $2.04M. The position accounts for 0.42% of the portfolio, ranked #55.

Wealth Advisory Solutions first reported a position in CVX in Q1 2020 and has held it in 26 quarters since. The position peaked at $12.8M in Q4 2022. 1,185 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Wealth Advisory Solutions held 10,013 shares of Chevron worth $2.04M as of Q3 2026.
  • Wealth Advisory Solutions bought 670 Chevron shares in Q3 2026, an estimated $132K.
  • Chevron made up 0.42% of Wealth Advisory Solutions's portfolio in Q3 2026, its #55 holding.
  • Wealth Advisory Solutions first reported a position in Chevron in Q1 2020 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's Chevron position peaked at $12.8M in Q4 2022.
  • 1,185 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.