World Equity Group
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World Equity Group’s Chevron CVX Stock Holding History

World Equity Group’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 		$1.7M Sell
8,322
-306
-4% -$60.3K 0.7% 29
2026
Q2 		$1.43M Sell
8,628
-11,908
-58% -$2.22M 0.32% 68
2026
Q1 		$4.25M Buy
20,536
+9,618
+88% +$1.75M 1.1% 17
2025
Q4 		$1.66M Sell
10,918
-438
-4% -$66.7K 0.46% 42
2025
Q3 		$1.77M Buy
11,356
+2,881
+34% +$446K 0.4% 55
2025
Q2 		$1.21M Sell
8,475
-94
-1% -$13.3K 0.33% 64
2025
Q1 		$1.4M Buy
8,569
+260
+3% +$40.7K 0.4% 58
2024
Q4 		$1.2M Buy
8,309
+529
+7% +$81K 0.26% 84
2024
Q3 		$1.15M Buy
7,780
+50
+0.6% +$7.44K 0.41% 60
2024
Q2 		$1.21M Sell
7,730
-7,094
-48% -$1.13M 0.36% 76
2024
Q1 		$2.34M Buy
14,824
+80
+0.5% +$12.1K 0.48% 51
2023
Q4 		$2.2M Buy
14,744
+636
+5% +$96.2K 0.44% 50
2023
Q3 		$2.38M Buy
14,108
+6,603
+88% +$1.07M 0.49% 47
2023
Q2 		$1.18M Sell
7,505
-58,635
-89% -$9.4M 0.35% 80
2023
Q1 		$1.17M Buy
66,140
+56,978
+622% +$9.6M 0.17% 146
2022
Q4 		$1.64M Buy
9,162
+327
+4% +$57.1K 0.39% 72
2022
Q3 		$1.27M Buy
8,835
+166
+2% +$25.3K 0.32% 82
2022
Q2 		$1.26M Sell
8,669
-552
-6% -$91.2K 0.32% 88
2022
Q1 		$1.5M Buy
+9,221
New +$1.32M 0.32% 83

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

World Equity Group's CVX Position: Q3 2026 in Review

World Equity Group reduced its Chevron (CVX) stake by 3.5% in Q3 2026, selling an estimated $60.3K and leaving 8,322 shares worth $1.7M. The position accounts for 0.7% of the portfolio, ranked #29.

World Equity Group first reported a position in CVX in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.25M in Q1 2026. 1,152 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • World Equity Group held 8,322 shares of Chevron worth $1.7M as of Q3 2026.
  • World Equity Group sold 306 Chevron shares in Q3 2026, an estimated $60.3K.
  • Chevron made up 0.7% of World Equity Group's portfolio in Q3 2026, its #29 holding.
  • World Equity Group first reported a position in Chevron in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's Chevron position peaked at $4.25M in Q1 2026.
  • 1,152 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.