CP
CVX icon

Castleview Partners’s Chevron CVX Stock Holding History

Castleview Partners’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 		$1.28M Buy
6,287
+588
+10% +$116K 0.56% 39
2026
Q2 		$945K Buy
5,699
+1,039
+22% +$193K 0.42% 55
2026
Q1 		$964K Buy
4,660
+568
+14% +$104K 0.49% 44
2025
Q4 		$624K Buy
4,092
+1,300
+47% +$198K 0.31% 69
2025
Q3 		$434K Buy
2,792
+144
+5% +$22.3K 0.24% 89
2025
Q2 		$379K Buy
2,648
+360
+16% +$50.8K 0.24% 101
2025
Q1 		$383K Sell
2,288
-37
-2% -$5.79K 0.26% 102
2024
Q4 		$341K Buy
2,325
+244
+12% +$37.3K 0.18% 132
2024
Q3 		$306K Sell
2,081
-218
-9% -$32.4K 0.18% 136
2024
Q2 		$360K Buy
2,299
+221
+11% +$35.2K 0.2% 114
2024
Q1 		$328K Buy
2,078
+466
+29% +$70.3K 0.18% 127
2023
Q4 		$240K Buy
1,612
+82
+5% +$12.4K 0.17% 123
2023
Q3 		$258K Sell
1,530
-109
-7% -$17.6K 0.24% 95
2023
Q2 		$258K Sell
1,639
-713
-30% -$114K 0.23% 93
2023
Q1 		$384K Buy
2,352
+65
+3% +$10.9K 0.34% 71
2022
Q4 		$410K Buy
2,287
+276
+14% +$48.2K 0.4% 61
2022
Q3 		$289K Buy
2,011
+1,989
+9,041% +$303K 0.28% 85
2022
Q2 		$28.8K Sell
22
-3,249
-99% -$537K 0.02% 362
2022
Q1 		$532K Buy
+3,271
New +$469K 0.33% 58
2021
Q2 		$1.16M Buy
+11,032
New +$1.16M 0.51% 39
2018
Q1 		$374K Buy
+3,280
New +$392K 0.31% 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
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

Castleview Partners's CVX Position: Q3 2026 in Review

Castleview Partners increased its Chevron (CVX) stake by 10% in Q3 2026, buying an estimated $116K and bringing the position to 6,287 shares worth $1.28M. The position accounts for 0.56% of the portfolio, ranked #39.

Castleview Partners first reported a position in CVX in Q1 2018 and has held it in 21 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Castleview Partners held 6,287 shares of Chevron worth $1.28M as of Q3 2026.
  • Castleview Partners bought 588 Chevron shares in Q3 2026, an estimated $116K.
  • Chevron made up 0.56% of Castleview Partners's portfolio in Q3 2026, its #39 holding.
  • Castleview Partners first reported a position in Chevron in Q1 2018 and has held it in 21 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.