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Ballew Advisors’s Chevron CVX Stock Holding History

Ballew Advisors’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 		$1.08M Sell
5,237
-986
-16% -$194K 0.54% 41
2026
Q2 		$1.05M Buy
6,223
+537
+9% +$99.9K 0.54% 41
2026
Q1 		$1.08M Buy
5,686
+11
+0.2% +$2.01K 0.61% 40
2025
Q4 		$930K Sell
5,675
-122
-2% -$18.6K 0.52% 44
2025
Q3 		$883K Buy
5,797
+971
+20% +$150K 0.49% 47
2025
Q2 		$716K Buy
4,826
+16
+0.3% +$2.26K 0.43% 52
2025
Q1 		$652K Sell
4,810
-26
-0.5% -$4.07K 0.44% 56
2024
Q4 		$751K Buy
4,836
+14
+0.3% +$2.14K 0.48% 50
2024
Q3 		$722K Buy
4,822
+183
+4% +$27.2K 0.48% 51
2024
Q2 		$733K Sell
4,639
-11
-0.2% -$1.75K 0.49% 54
2024
Q1 		$756K Buy
4,650
+13
+0.3% +$1.96K 0.52% 50
2023
Q4 		$666K Buy
4,637
+24
+0.5% +$3.63K 0.5% 51
2023
Q3 		$752K Buy
4,613
+10
+0.2% +$1.61K 0.62% 47
2023
Q2 		$728K Hold
4,603
– – 0.53% 53
2023
Q1 		$713K Buy
4,603
+52
+1% +$8.72K 0.52% 54
2022
Q4 		$806K Sell
4,551
-31
-0.7% -$5.41K 0.62% 44
2022
Q3 		$720K Buy
4,582
+1,952
+74% +$298K 0.65% 44
2022
Q2 		$357K Sell
2,630
-72
-3% -$11.9K 0.33% 65
2022
Q1 		$464K Buy
2,702
+824
+44% +$118K 0.35% 65
2021
Q4 		$242K Sell
1,878
-48
-2% -$5.45K 0.17% 95
2021
Q3 		$208K Buy
+1,926
New +$192K 0.15% 102
2020
Q3 		– Sell
-5,939
Closed -$513K – 94
2020
Q2 		$513K Buy
+5,939
New +$532K 0.5% 41
2019
Q3 		– Sell
-1,859
Closed -$234K – 90
2019
Q2 		$234K Buy
1,859
+3
+0.2% +$363 0.21% 82
2019
Q1 		$220K Buy
1,856
+103
+6% +$12.2K 0.2% 85
2018
Q4 		$206K Buy
1,753
+4
+0.2% +$463 0.19% 86
2018
Q3 		$195K Sell
1,749
-80
-4% -$9.71K 0.18% 87
2018
Q2 		$231K Buy
1,829
+69
+4% +$8.56K 0.26% 76
2018
Q1 		$201K Buy
1,760
+3
+0.2% +$359 0.18% 91
2017
Q4 		$220K Buy
+1,757
New +$208K 0.22% 91

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Ballew Advisors's CVX Position: Q3 2026 in Review

Ballew Advisors reduced its Chevron (CVX) stake by 16% in Q3 2026, selling an estimated $194K and leaving 5,237 shares worth $1.08M. The position accounts for 0.54% of the portfolio, ranked #41.

Ballew Advisors first reported a position in CVX in Q4 2017 and has held it in 29 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Ballew Advisors held 5,237 shares of Chevron worth $1.08M as of Q3 2026.
  • Ballew Advisors sold 986 Chevron shares in Q3 2026, an estimated $194K.
  • Chevron made up 0.54% of Ballew Advisors's portfolio in Q3 2026, its #41 holding.
  • Ballew Advisors first reported a position in Chevron in Q4 2017 and has held it in 29 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.