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Buska Wealth Management’s Chevron CVX Stock Holding History

Buska Wealth Management’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 		$258K Buy
1,262
+31
+3% +$6.1K 0.09% 66
2026
Q2 		$204K Buy
1,231
+97
+9% +$18.1K 0.07% 77
2026
Q1 		$235K Buy
+1,134
New +$207K 0.09% 68
2025
Q2 		– Sell
-1,229
Closed -$206K – 68
2025
Q1 		$206K Buy
+1,229
New +$192K 0.06% 62

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

Buska Wealth Management's CVX Position: Q3 2026 in Review

Buska Wealth Management increased its Chevron (CVX) stake by 2.5% in Q3 2026, buying an estimated $6.1K and bringing the position to 1,262 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #66.

Buska Wealth Management first reported a position in CVX in Q1 2025 and has held it in 4 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Buska Wealth Management held 1,262 shares of Chevron worth $258K as of Q3 2026.
  • Buska Wealth Management bought 31 Chevron shares in Q3 2026, an estimated $6.1K.
  • Chevron made up 0.09% of Buska Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Buska Wealth Management first reported a position in Chevron in Q1 2025 and has held it in 4 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.