Burkett Financial Services’s Chevron CVX Stock Holding History

Burkett Financial Services’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	$85.5K	Sell	418 -199	-32%	-$39.2K	0.03%	97
2026 Q2	$102K	Buy	617 +6	+1%	+$1.12K	0.03%	71
2026 Q1	$127K	Buy	611 +102	+20%	+$18.6K	0.04%	63
2025 Q4	$77.6K	Buy	509 +5	+1%	+$762	0.03%	79
2025 Q3	$78.3K	Buy	504 +94	+23%	+$14.6K	0.03%	83
2025 Q2	$58.7K	Sell	410 -68	-14%	-$9.59K	0.02%	88
2025 Q1	$80K	Buy	478 +5	+1%	+$783	0.03%	73
2024 Q4	$68.6K	Buy	473 +4	+0.9%	+$612	0.03%	74
2024 Q3	$69K	Buy	469 +6	+1%	+$893	0.03%	71
2024 Q2	$72.5K	Buy	463 +4	+0.9%	+$638	0.04%	64
2024 Q1	$72.3K	Buy	459 +5	+1%	+$755	0.04%	71
2023 Q4	$67.7K	Buy	+454	New	+$68.7K	0.04%	76

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

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

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

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

Burkett Financial Services's CVX Position: Q3 2026 in Review

Burkett Financial Services reduced its Chevron (CVX) stake by 32% in Q3 2026, selling an estimated $39.2K and leaving 418 shares worth $85.5K. The position accounts for 0.03% of the portfolio, ranked #97.

Burkett Financial Services first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $127K in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Burkett Financial Services held 418 shares of Chevron worth $85.5K as of Q3 2026.
Burkett Financial Services sold 199 Chevron shares in Q3 2026, an estimated $39.2K.
Chevron made up 0.03% of Burkett Financial Services's portfolio in Q3 2026, its #97 holding.
Burkett Financial Services first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's Chevron position peaked at $127K in Q1 2026.
244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.