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Lee-Kelleher Wealth Management’s Chevron CVX Stock Holding History

Lee-Kelleher 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 		$415K Hold
2,033
– – 0.21% 29
2026
Q2 		$337K Buy
2,033
+28
+1% +$5.21K 0.18% 34
2026
Q1 		$415K Hold
2,005
– – 0.25% 29
2025
Q4 		$306K Hold
2,005
– – 0.18% 31
2025
Q3 		$311K Hold
2,005
– – 0.19% 31
2025
Q2 		$287K Sell
2,005
-424
-17% -$59.8K 0.19% 31
2025
Q1 		$406K Hold
2,429
– – 0.3% 27
2024
Q4 		$352K Buy
+2,429
New +$372K 0.25% 30

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

Lee-Kelleher Wealth Management's CVX Position: Q3 2026 in Review

Lee-Kelleher Wealth Management held its Chevron (CVX) position steady in Q3 2026 at 2,033 shares worth $415K. The position accounts for 0.21% of the portfolio, ranked #29.

Lee-Kelleher Wealth Management first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Lee-Kelleher Wealth Management held 2,033 shares of Chevron worth $415K as of Q3 2026.
  • Lee-Kelleher Wealth Management left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.21% of Lee-Kelleher Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Lee-Kelleher Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.