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Dickmeyer Boyce Financial Management’s Chevron CVX Stock Holding History

Dickmeyer Boyce Financial 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 		$1.26M Sell
6,168
-36
-0.6% -$7.09K 0.64% 39
2026
Q2 		$1.03M Sell
6,204
-454
-7% -$84.5K 0.53% 54
2026
Q1 		$1.38M Buy
+6,658
New +$1.21M 0.81% 32

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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Dickmeyer Boyce Financial Management's CVX Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its Chevron (CVX) stake by 0.58% in Q3 2026, selling an estimated $7.09K and leaving 6,168 shares worth $1.26M. The position accounts for 0.64% of the portfolio, ranked #39.

Dickmeyer Boyce Financial Management first reported a position in CVX in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.38M in Q1 2026. 156 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 6,168 shares of Chevron worth $1.26M as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 36 Chevron shares in Q3 2026, an estimated $7.09K.
  • Chevron made up 0.64% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #39 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Chevron in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Chevron position peaked at $1.38M in Q1 2026.
  • 156 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.