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MJT & Associates Financial Advisory’s Chevron CVX Stock Holding History

MJT & Associates Financial Advisory’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 		$10.8K Sell
53
-815
-94% -$160K 0.01% 184
2026
Q2 		$144K Sell
868
-4
-0.5% -$745 0.1% 56
2026
Q1 		$180K Hold
872
– – 0.13% 43
2025
Q4 		$133K Buy
872
+7
+0.8% +$1.07K 0.1% 52
2025
Q3 		$134K Buy
865
+32
+4% +$4.96K 0.11% 50
2025
Q2 		$119K Sell
833
-8
-1% -$1.13K 0.15% 62
2025
Q1 		$141K Buy
+841
New +$132K 0.14% 64

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

MJT & Associates Financial Advisory's CVX Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Chevron (CVX) stake by 94% in Q3 2026, selling an estimated $160K and leaving 53 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #184.

MJT & Associates Financial Advisory first reported a position in CVX in Q1 2025 and has held it in 7 quarters since. The position peaked at $180K in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • MJT & Associates Financial Advisory held 53 shares of Chevron worth $10.8K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 815 Chevron shares in Q3 2026, an estimated $160K.
  • Chevron made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #184 holding.
  • MJT & Associates Financial Advisory first reported a position in Chevron in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Chevron position peaked at $180K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.