Gleason Group
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Gleason Group’s Chevron CVX Stock Holding History

Gleason Group’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 		$2.21M Sell
10,815
-342
-3% -$67.3K 0.19% 30
2026
Q2 		$1.85M Buy
11,157
+169
+2% +$31.5K 0.16% 32
2026
Q1 		$2.27M Buy
10,988
+101
+0.9% +$18.4K 0.23% 28
2025
Q4 		$1.66M Buy
10,887
+162
+2% +$24.7K 0.16% 32
2025
Q3 		$1.67M Buy
10,725
+128
+1% +$19.8K 0.17% 31
2025
Q2 		$1.52M Sell
10,597
-479
-4% -$67.5K 0.16% 34
2025
Q1 		$1.85M Buy
11,076
+116
+1% +$18.2K 0.33% 27
2024
Q4 		$1.59M Sell
10,960
-1,333
-11% -$204K 0.28% 25
2024
Q3 		$1.81M Sell
12,293
-57
-0.5% -$8.48K 0.33% 26
2024
Q2 		$1.93M Buy
12,350
+127
+1% +$20.3K 0.39% 22
2024
Q1 		$1.93M Sell
12,223
-98
-0.8% -$14.8K 0.4% 21
2023
Q4 		$1.84M Buy
12,321
+128
+1% +$19.4K 0.42% 20
2023
Q3 		$2.06M Buy
12,193
+109
+0.9% +$17.6K 0.54% 20
2023
Q2 		$1.9M Buy
12,084
+113
+0.9% +$18.1K 0.49% 20
2023
Q1 		$1.95M Buy
11,971
+109
+0.9% +$18.3K 0.56% 20
2022
Q4 		$2.13M Sell
11,862
-2,085
-15% -$364K 0.67% 20
2022
Q3 		$2M Buy
13,947
+124
+0.9% +$18.9K 0.69% 14
2022
Q2 		$2M Buy
13,823
+109
+0.8% +$18K 0.69% 14
2022
Q1 		$2.23M Buy
13,714
+129
+0.9% +$18.5K 0.66% 14
2021
Q4 		$1.59M Buy
13,585
+152
+1% +$17.3K 0.52% 17
2021
Q3 		$1.36M Buy
13,433
+4,400
+49% +$439K 0.49% 21
2021
Q2 		$946K Sell
9,033
-127
-1% -$13.4K 0.34% 29
2021
Q1 		$960K Buy
9,160
+106
+1% +$10.4K 0.38% 28
2020
Q4 		$765K Sell
9,054
-1,845
-17% -$149K 0.37% 30
2020
Q3 		$785K Buy
10,899
+169
+2% +$14.2K 0.45% 26
2020
Q2 		$958K Buy
10,730
+235
+2% +$21K 0.59% 19
2020
Q1 		$760K Buy
10,495
+1,062
+11% +$105K 0.6% 19
2019
Q4 		$1.14M Buy
+9,433
New +$1.11M 0.68% 20

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gleason Group's CVX Position: Q3 2026 in Review

Gleason Group reduced its Chevron (CVX) stake by 3.1% in Q3 2026, selling an estimated $67.3K and leaving 10,815 shares worth $2.21M. The position accounts for 0.19% of the portfolio, ranked #30.

Gleason Group first reported a position in CVX in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.27M in Q1 2026. 1,310 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Gleason Group held 10,815 shares of Chevron worth $2.21M as of Q3 2026.
  • Gleason Group sold 342 Chevron shares in Q3 2026, an estimated $67.3K.
  • Chevron made up 0.19% of Gleason Group's portfolio in Q3 2026, its #30 holding.
  • Gleason Group first reported a position in Chevron in Q4 2019 and has held it in 28 quarters since.
  • Gleason Group's Chevron position peaked at $2.27M in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.