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Byrne Asset Management’s Chevron CVX Stock Holding History

Byrne Asset 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 		$626K Sell
3,023
-28
-0.9% -$5.51K 0.35% 70
2026
Q2 		$506K Sell
3,051
-348
-10% -$64.8K 0.27% 75
2026
Q1 		$703K Buy
3,399
+3,072
+939% +$560K 0.41% 64
2025
Q4 		$49.8K Buy
327
+19
+6% +$2.89K 0.03% 277
2025
Q3 		$47.8K Buy
308
+38
+14% +$5.88K 0.03% 248
2025
Q2 		$38.7K Hold
270
– – 0.03% 284
2025
Q1 		$45.2K Hold
270
– – 0.03% 225
2024
Q4 		$39.1K Sell
270
-15
-5% -$2.3K 0.03% 217
2024
Q3 		$42K Sell
285
-40
-12% -$5.95K 0.03% 219
2024
Q2 		$50.8K Hold
325
– – 0.04% 196
2024
Q1 		$51.3K Sell
325
-74
-19% -$11.2K 0.04% 198
2023
Q4 		$60.6K Buy
399
+314
+369% +$47.5K 0.05% 184
2023
Q3 		$14K Sell
85
-24
-22% -$3.88K 0.01% 307
2023
Q2 		$17K Hold
109
– – 0.01% 345
2023
Q1 		$18K Sell
109
-6
-5% -$1.01K 0.01% 324
2022
Q4 		$20.6K Hold
115
– – 0.02% 317
2022
Q3 		$17K Sell
115
-10
-8% -$1.52K 0.01% 309
2022
Q2 		$18K Sell
125
-15
-11% -$2.48K 0.01% 291
2022
Q1 		$23K Sell
140
-170
-55% -$24.4K 0.01% 292
2021
Q4 		$36K Buy
+310
New +$35.2K 0.02% 239

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

Byrne Asset Management's CVX Position: Q3 2026 in Review

Byrne Asset Management reduced its Chevron (CVX) stake by 0.92% in Q3 2026, selling an estimated $5.51K and leaving 3,023 shares worth $626K. The position accounts for 0.35% of the portfolio, ranked #70.

Byrne Asset Management first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $703K in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Byrne Asset Management held 3,023 shares of Chevron worth $626K as of Q3 2026.
  • Byrne Asset Management sold 28 Chevron shares in Q3 2026, an estimated $5.51K.
  • Chevron made up 0.35% of Byrne Asset Management's portfolio in Q3 2026, its #70 holding.
  • Byrne Asset Management first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • Byrne Asset Management's Chevron position peaked at $703K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.