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Eclectic Associates’s Chevron CVX Stock Holding History

Eclectic Associates’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 		$1.18M Buy
5,801
+22
+0.4% +$4.33K 0.13% 75
2026
Q2 		$958K Sell
5,779
-417
-7% -$77.6K 0.11% 81
2026
Q1 		$1.28M Sell
6,196
-137
-2% -$25K 0.17% 68
2025
Q4 		$965K Buy
6,333
+2,240
+55% +$341K 0.15% 76
2025
Q3 		$636K Buy
4,093
+303
+8% +$46.9K 0.12% 78
2025
Q2 		$543K Buy
3,790
+49
+1% +$6.91K 0.12% 81
2025
Q1 		$626K Buy
3,741
+396
+12% +$62K 0.17% 78
2024
Q4 		$484K Sell
3,345
-29
-0.9% -$4.44K 0.14% 85
2024
Q3 		$497K Sell
3,374
-74
-2% -$11K 0.2% 66
2024
Q2 		$539K Buy
3,448
+7
+0.2% +$1.12K 0.24% 55
2024
Q1 		$543K Sell
3,441
-803
-19% -$121K 0.25% 53
2023
Q4 		$633K Buy
4,244
+93
+2% +$14.1K 0.3% 47
2023
Q3 		$700K Buy
4,151
+22
+0.5% +$3.55K 0.36% 43
2023
Q2 		$650K Sell
4,129
-16
-0.4% -$2.56K 0.32% 45
2023
Q1 		$676K Sell
4,145
-790
-16% -$132K 0.35% 41
2022
Q4 		$886K Buy
4,935
+43
+0.9% +$7.5K 0.43% 41
2022
Q3 		$703K Buy
4,892
+1
+0% +$153 0.46% 34
2022
Q2 		$708K Sell
4,891
-17
-0.3% -$2.81K 0.48% 36
2022
Q1 		$799K Sell
4,908
-210
-4% -$30.1K 0.51% 36
2021
Q4 		$601K Buy
5,118
+40
+0.8% +$4.54K 0.38% 44
2021
Q3 		$516K Buy
5,078
+58
+1% +$5.79K 0.38% 44
2021
Q2 		$526K Sell
5,020
-174
-3% -$18.4K 0.4% 42
2021
Q1 		$544K Buy
5,194
+184
+4% +$18K 0.45% 39
2020
Q4 		$423K Buy
+5,010
New +$406K 0.4% 40

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

Eclectic Associates's CVX Position: Q3 2026 in Review

Eclectic Associates increased its Chevron (CVX) stake by 0.38% in Q3 2026, buying an estimated $4.33K and bringing the position to 5,801 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #75.

Eclectic Associates first reported a position in CVX in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.28M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Eclectic Associates held 5,801 shares of Chevron worth $1.18M as of Q3 2026.
  • Eclectic Associates bought 22 Chevron shares in Q3 2026, an estimated $4.33K.
  • Chevron made up 0.13% of Eclectic Associates's portfolio in Q3 2026, its #75 holding.
  • Eclectic Associates first reported a position in Chevron in Q4 2020 and has held it in 24 quarters since.
  • Eclectic Associates's Chevron position peaked at $1.28M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.