Wealth Quarterback
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Wealth Quarterback’s Chevron CVX Stock Holding History

Wealth Quarterback’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 		$1.48M Sell
7,241
-118
-2% -$23.2K 0.45% 41
2026
Q2 		$1.22M Sell
7,359
-168
-2% -$31.3K 0.38% 50
2026
Q1 		$1.56M Sell
7,527
-592
-7% -$108K 0.61% 37
2025
Q4 		$1.24M Sell
8,119
-483
-6% -$73.6K 0.45% 40
2025
Q3 		$1.34M Sell
8,602
-722
-8% -$112K 0.52% 40
2025
Q2 		$1.34M Buy
9,324
+1,503
+19% +$212K 0.63% 37
2025
Q1 		$1.31M Sell
7,821
-1,103
-12% -$173K 0.74% 28
2024
Q4 		$1.29M Buy
8,924
+139
+2% +$21.3K 0.61% 30
2024
Q3 		$1.29M Buy
8,785
+698
+9% +$104K 0.67% 31
2024
Q2 		$1.27M Sell
8,087
-59
-0.7% -$9.41K 0.72% 25
2024
Q1 		$1.28M Buy
8,146
+1,190
+17% +$180K 0.72% 24
2023
Q4 		$1.04M Buy
6,956
+335
+5% +$50.7K 0.63% 27
2023
Q3 		$1.12M Buy
6,621
+477
+8% +$77K 0.97% 23
2023
Q2 		$967K Sell
6,144
-8
-0.1% -$1.28K 0.67% 28
2023
Q1 		$1M Buy
6,152
+177
+3% +$29.7K 0.85% 24
2022
Q4 		$1.07M Buy
5,975
+129
+2% +$22.5K 0.89% 24
2022
Q3 		$840K Sell
5,846
-58
-1% -$8.85K 0.89% 31
2022
Q2 		$855K Buy
+5,904
New +$976K 0.67% 36
2021
Q3 		$1.05M Buy
19,349
+8,543
+79% +$852K 0.69% 29
2021
Q2 		$1.13M Buy
+10,806
New +$1.14M 0.69% 29
2020
Q4 		$243K Sell
2,879
-2,115
-42% -$171K 0.2% 92
2020
Q3 		$446K Hold
4,994
– – 0.41% 67
2020
Q2 		$446K Sell
4,994
-2,365
-32% -$212K 0.41% 67
2020
Q1 		$474K Sell
7,359
-28,826
-80% -$2.85M 0.44% 52
2019
Q4 		$586K Buy
+36,185
New +$4.26M 0.51% 47

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
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
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

Wealth Quarterback's CVX Position: Q3 2026 in Review

Wealth Quarterback reduced its Chevron (CVX) stake by 1.6% in Q3 2026, selling an estimated $23.2K and leaving 7,241 shares worth $1.48M. The position accounts for 0.45% of the portfolio, ranked #41.

Wealth Quarterback first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.56M in Q1 2026. 1,506 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Wealth Quarterback held 7,241 shares of Chevron worth $1.48M as of Q3 2026.
  • Wealth Quarterback sold 118 Chevron shares in Q3 2026, an estimated $23.2K.
  • Chevron made up 0.45% of Wealth Quarterback's portfolio in Q3 2026, its #41 holding.
  • Wealth Quarterback first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
  • Wealth Quarterback's Chevron position peaked at $1.56M in Q1 2026.
  • 1,506 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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