William Allan Corp
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William Allan Corp’s Chevron CVX Stock Holding History

William Allan Corp’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 		$495K Sell
2,423
-248
-9% -$48.8K 0.25% 52
2026
Q2 		$443K Buy
2,671
+12
+0.5% +$2.23K 0.22% 53
2026
Q1 		$550K Sell
2,659
-5
-0.2% -$912 0.33% 46
2025
Q4 		$406K Buy
2,664
+762
+40% +$116K 0.23% 50
2025
Q3 		$295K Buy
+1,902
New +$295K 0.17% 51
2025
Q2 		– Sell
-1,222
Closed -$204K – 50
2025
Q1 		$204K Buy
+1,222
New +$191K 0.13% 50

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

William Allan Corp's CVX Position: Q3 2026 in Review

William Allan Corp reduced its Chevron (CVX) stake by 9.3% in Q3 2026, selling an estimated $48.8K and leaving 2,423 shares worth $495K. The position accounts for 0.25% of the portfolio, ranked #52.

William Allan Corp first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $550K in Q1 2026. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • William Allan Corp held 2,423 shares of Chevron worth $495K as of Q3 2026.
  • William Allan Corp sold 248 Chevron shares in Q3 2026, an estimated $48.8K.
  • Chevron made up 0.25% of William Allan Corp's portfolio in Q3 2026, its #52 holding.
  • William Allan Corp first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • William Allan Corp's Chevron position peaked at $550K in Q1 2026.
  • 1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on William Allan Corp's 13F filing for Q3 2026, filed 14 Oct 2026.