Box Hill Private Wealth’s Chevron CVX Stock Holding History

Box Hill Private Wealth’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	$221K	Buy	+1,081	New	+$213K	0.16%	69
2026 Q2	–	Sell	-1,063	Closed	-$220K	–	68
2026 Q1	$220K	Buy	+1,063	New	+$194K	0.22%	61

Other funds holding CVX

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Box Hill Private Wealth's CVX Position: Q3 2026 in Review

Box Hill Private Wealth opened a new position in Chevron (CVX) in Q3 2026: 1,081 shares worth $221K. The stake represents 0.16% of the portfolio and ranks #69 among its holdings. This is a return to the name: Box Hill Private Wealth previously reported a position in CVX as recently as Q1 2026.

Box Hill Private Wealth first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Box Hill Private Wealth held 1,081 shares of Chevron worth $221K as of Q3 2026.
Chevron was a new Box Hill Private Wealth position in Q3 2026.
Chevron made up 0.16% of Box Hill Private Wealth's portfolio in Q3 2026, its #69 holding.
Box Hill Private Wealth first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
46 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.