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Galvin Gaustad & Stein’s Chevron CVX Stock Holding History

Galvin Gaustad & Stein’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 		$3.92M Sell
19,213
-2,401
-11% -$473K 0.3% 76
2026
Q2 		$3.58M Buy
21,614
+224
+1% +$41.7K 0.26% 79
2026
Q1 		$4.43M Sell
21,390
-55,908
-72% -$10.2M 0.35% 67
2025
Q4 		$11.8M Buy
77,298
+977
+1% +$149K 0.92% 49
2025
Q3 		$11.9M Buy
76,321
+1,362
+2% +$211K 0.96% 48
2025
Q2 		$10.7M Buy
74,959
+2,442
+3% +$344K 0.92% 45
2025
Q1 		$12.1M Buy
72,517
+1,114
+2% +$174K 1.08% 43
2024
Q4 		$10.3M Buy
71,403
+6,470
+10% +$990K 0.93% 44
2024
Q3 		$9.56M Buy
64,933
+1,237
+2% +$184K 0.85% 48
2024
Q2 		$9.96M Buy
63,696
+1,420
+2% +$226K 0.93% 44
2024
Q1 		$9.82M Buy
62,276
+56,954
+1,070% +$8.59M 0.9% 45
2023
Q4 		$794K Sell
5,322
-5
-0.1% -$756 0.07% 100
2023
Q3 		$898K Sell
5,327
-45
-0.8% -$7.27K 0.09% 88
2023
Q2 		$845K Sell
5,372
-1,751
-25% -$281K 0.08% 96
2023
Q1 		$1.16M Sell
7,123
-185
-3% -$31K 0.11% 82
2022
Q4 		$1.31M Sell
7,308
-1,340
-15% -$234K 0.13% 80
2022
Q3 		$1.24M Sell
8,648
-1,456
-14% -$222K 0.13% 87
2022
Q2 		$1.46M Buy
10,104
+1,434
+17% +$237K 0.15% 86
2022
Q1 		$1.41M Buy
8,670
+259
+3% +$37.1K 0.13% 90
2021
Q4 		$987K Buy
8,411
+102
+1% +$11.6K 0.09% 104
2021
Q3 		$843K Buy
8,309
+68
+0.8% +$6.78K 0.08% 108
2021
Q2 		$863K Sell
8,241
-317
-4% -$33.5K 0.08% 112
2021
Q1 		$897K Buy
8,558
+21
+0.2% +$2.05K 0.09% 109
2020
Q4 		$721K Buy
+8,537
New +$691K 0.08% 117

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

Galvin Gaustad & Stein's CVX Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Chevron (CVX) stake by 11% in Q3 2026, selling an estimated $473K and leaving 19,213 shares worth $3.92M. The position accounts for 0.3% of the portfolio, ranked #76.

Galvin Gaustad & Stein first reported a position in CVX in Q4 2020 and has held it in 24 quarters since. The position peaked at $12.1M in Q1 2025. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Galvin Gaustad & Stein held 19,213 shares of Chevron worth $3.92M as of Q3 2026.
  • Galvin Gaustad & Stein sold 2,401 Chevron shares in Q3 2026, an estimated $473K.
  • Chevron made up 0.3% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #76 holding.
  • Galvin Gaustad & Stein first reported a position in Chevron in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's Chevron position peaked at $12.1M in Q1 2025.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.