GLLW
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Graves Light Lenhart Wealth’s Chevron CVX Stock Holding History

Graves Light Lenhart Wealth’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 		$7.57M Sell
37,076
-1,918
-5% -$378K 0.71% 32
2026
Q2 		$6.46M Sell
38,994
-87
-0.2% -$16.2K 0.6% 36
2026
Q1 		$8.09M Sell
39,081
-474
-1% -$86.4K 0.84% 29
2025
Q4 		$6.03M Buy
39,555
+157
+0.4% +$23.9K 0.64% 36
2025
Q3 		$6.12M Buy
39,398
+76
+0.2% +$11.8K 0.68% 36
2025
Q2 		$5.63M Sell
39,322
-2,006
-5% -$283K 0.67% 36
2025
Q1 		$6.91M Buy
41,328
+10
+0% +$1.56K 0.85% 30
2024
Q4 		$5.98M Buy
41,318
+417
+1% +$63.8K 0.74% 32
2024
Q3 		$6.02M Sell
40,901
-9,230
-18% -$1.37M 0.74% 32
2024
Q2 		$7.85M Buy
50,131
+18
+0% +$2.87K 0.9% 29
2024
Q1 		$7.9M Buy
50,113
+4,671
+10% +$705K 0.92% 29
2023
Q4 		$6.78M Buy
45,442
+694
+2% +$105K 0.84% 31
2023
Q3 		$7.26M Sell
44,748
-1,108
-2% -$179K 0.99% 24
2023
Q2 		$7.22M Sell
45,856
-1,075
-2% -$172K 0.97% 26
2023
Q1 		$7.66M Sell
46,931
-691
-1% -$116K 1.19% 22
2022
Q4 		$8.55M Sell
47,622
-973
-2% -$170K 1.31% 21
2022
Q3 		$6.98M Sell
48,595
-803
-2% -$122K 1.16% 23
2022
Q2 		$7.15M Sell
49,398
-458
-0.9% -$75.7K 1.09% 24
2022
Q1 		$8.12M Buy
49,856
+279
+0.6% +$40K 1.13% 26
2021
Q4 		$5.82M Sell
49,577
-259
-0.5% -$29.4K 0.83% 33
2021
Q3 		$5.06M Sell
49,836
-48
-0.1% -$4.79K 0.8% 34
2021
Q2 		$5.22M Buy
49,884
+157
+0.3% +$16.6K 0.84% 37
2021
Q1 		$5.21M Sell
49,727
-8,749
-15% -$854K 0.89% 32
2020
Q4 		$4.94M Sell
58,476
-3,792
-6% -$307K 0.92% 30
2020
Q3 		$4.48M Buy
62,268
+300
+0.5% +$25.2K 0.99% 30
2020
Q2 		$5.53M Sell
61,968
-1,378
-2% -$123K 1.3% 24
2020
Q1 		$4.59M Buy
63,346
+10,411
+20% +$1.03M 1.24% 24
2019
Q4 		$6.38M Buy
52,935
+557
+1% +$65.6K 1.34% 24
2019
Q3 		$6.08M Buy
52,378
+1,051
+2% +$128K 1.34% 24
2019
Q2 		$6.39M Buy
51,327
+560
+1% +$67.7K 1.53% 21
2019
Q1 		$6.25M Buy
50,767
+389
+0.8% +$46K 1.59% 21
2018
Q4 		$5.48M Buy
+50,378
New +$5.84M 1.61% 20

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

Graves Light Lenhart Wealth's CVX Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its Chevron (CVX) stake by 4.9% in Q3 2026, selling an estimated $378K and leaving 37,076 shares worth $7.57M. The position accounts for 0.71% of the portfolio, ranked #32.

Graves Light Lenhart Wealth first reported a position in CVX in Q4 2018 and has held it in 32 quarters since. The position peaked at $8.55M in Q4 2022. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Graves Light Lenhart Wealth held 37,076 shares of Chevron worth $7.57M as of Q3 2026.
  • Graves Light Lenhart Wealth sold 1,918 Chevron shares in Q3 2026, an estimated $378K.
  • Chevron made up 0.71% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #32 holding.
  • Graves Light Lenhart Wealth first reported a position in Chevron in Q4 2018 and has held it in 32 quarters since.
  • Graves Light Lenhart Wealth's Chevron position peaked at $8.55M in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.