Colton Groome Financial Advisors’s Chevron CVX Stock Holding History

Colton Groome Financial Advisors’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	$201K	Buy	+983	New	+$194K	0.05%	160
2026 Q2	–	Sell	-1,023	Closed	-$212K	–	167
2026 Q1	$212K	Buy	+1,023	New	+$187K	0.06%	133
2022 Q1	–	Sell	-5,587	Closed	-$656K	–	110
2021 Q4	$656K	Buy	5,587 +152	+3%	+$17.3K	0.27%	65
2021 Q3	$551K	Sell	5,435 -75	-1%	-$7.48K	0.24%	62
2021 Q2	$577K	Buy	+5,510	New	+$582K	0.26%	60

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

Colton Groome Financial Advisors's CVX Position: Q3 2026 in Review

Colton Groome Financial Advisors opened a new position in Chevron (CVX) in Q3 2026: 983 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings. This is a return to the name: Colton Groome Financial Advisors previously reported a position in CVX as recently as Q1 2026.

Colton Groome Financial Advisors first reported a position in CVX in Q2 2021 and has held it in 5 quarters since. The position peaked at $656K in Q4 2021. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Colton Groome Financial Advisors held 983 shares of Chevron worth $201K as of Q3 2026.
Chevron was a new Colton Groome Financial Advisors position in Q3 2026.
Chevron made up 0.05% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #160 holding.
Colton Groome Financial Advisors first reported a position in Chevron in Q2 2021 and has held it in 5 quarters since.
Colton Groome Financial Advisors's Chevron position peaked at $656K in Q4 2021.
244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.