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Bill Few Associates’s Chevron CVX Stock Holding History

Bill Few Associates’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 		$6.01M Sell
29,435
-220
-0.7% -$43.3K 1.24% 16
2026
Q2 		$4.92M Sell
29,655
-44
-0.1% -$8.19K 1.05% 26
2026
Q1 		$6.14M Buy
29,699
+729
+3% +$133K 1.47% 15
2025
Q4 		$4.42M Buy
28,970
+1,265
+5% +$193K 1.09% 26
2025
Q3 		$4.3M Buy
27,705
+454
+2% +$70.3K 1.11% 25
2025
Q2 		$3.9M Sell
27,251
-422
-2% -$59.5K 1.1% 26
2025
Q1 		$4.63M Buy
27,673
+3
+0% +$470 1.65% 17
2024
Q4 		$4.01M Buy
27,670
+98
+0.4% +$15K 1.41% 17
2024
Q3 		$4.06M Buy
27,572
+11
+0% +$1.64K 1.44% 18
2024
Q2 		$4.31M Sell
27,561
-197
-0.7% -$31.4K 1.65% 13
2024
Q1 		$4.38M Buy
27,758
+145
+0.5% +$21.9K 1.78% 13
2023
Q4 		$4.12M Buy
27,613
+564
+2% +$85.3K 1.88% 14
2023
Q3 		$4.56M Buy
27,049
+612
+2% +$98.8K 2.39% 10
2023
Q2 		$4.16M Buy
26,437
+899
+4% +$144K 2.15% 14
2023
Q1 		$4.17M Sell
25,538
-6,896
-21% -$1.16M 2.32% 9
2022
Q4 		$5.82M Buy
32,434
+214
+0.7% +$37.3K 3.44% 3
2022
Q3 		$4.63M Sell
32,220
-25
-0.1% -$3.81K 3.13% 3
2022
Q2 		$4.67M Sell
32,245
-220
-0.7% -$36.4K 2.98% 4
2022
Q1 		$5.29M Buy
32,465
+540
+2% +$77.4K 2.88% 4
2021
Q4 		$3.75M Buy
+31,925
New +$3.63M 1.94% 21

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

Bill Few Associates's CVX Position: Q3 2026 in Review

Bill Few Associates reduced its Chevron (CVX) stake by 0.74% in Q3 2026, selling an estimated $43.3K and leaving 29,435 shares worth $6.01M. The position accounts for 1.24% of the portfolio, ranked #16.

Bill Few Associates first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.14M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Bill Few Associates held 29,435 shares of Chevron worth $6.01M as of Q3 2026.
  • Bill Few Associates sold 220 Chevron shares in Q3 2026, an estimated $43.3K.
  • Chevron made up 1.24% of Bill Few Associates's portfolio in Q3 2026, its #16 holding.
  • Bill Few Associates first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • Bill Few Associates's Chevron position peaked at $6.14M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.