Wealth Analytics Partners’s Chevron CVX Stock Holding History

Wealth Analytics 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	$130K	Buy	+639	New	+$126K	0.05%	63

Other funds holding CVX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

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

Wealth Analytics Partners opened a new position in Chevron (CVX) in Q3 2026: 639 shares worth $130K. The stake represents 0.05% of the portfolio and ranks #63 among its holdings.

1,185 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Wealth Analytics Partners held 639 shares of Chevron worth $130K as of Q3 2026.
Chevron was a new Wealth Analytics Partners position in Q3 2026.
Chevron made up 0.05% of Wealth Analytics Partners's portfolio in Q3 2026, its #63 holding.
1,185 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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