GWWM
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Great Waters Wealth Management’s Chevron CVX Stock Holding History

Great Waters Wealth 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 		$253K Buy
1,238
+2
+0.2% +$394 0.02% 111
2026
Q2 		$205K Buy
1,236
+14
+1% +$2.61K 0.02% 122
2026
Q1 		$253K Buy
+1,222
New +$223K 0.03% 104

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

Great Waters Wealth Management's CVX Position: Q3 2026 in Review

Great Waters Wealth Management increased its Chevron (CVX) stake by 0.16% in Q3 2026, buying an estimated $394 and bringing the position to 1,238 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #111.

Great Waters Wealth Management first reported a position in CVX in Q1 2026 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Great Waters Wealth Management held 1,238 shares of Chevron worth $253K as of Q3 2026.
  • Great Waters Wealth Management bought 2 Chevron shares in Q3 2026, an estimated $394.
  • Chevron made up 0.02% of Great Waters Wealth Management's portfolio in Q3 2026, its #111 holding.
  • Great Waters Wealth Management first reported a position in Chevron in Q1 2026 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.