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Pathway Financial Advisors’s Chevron CVX Stock Holding History

Pathway Financial Advisors’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 		$503K Hold
2,462
– – 0.06% 96
2026
Q2 		$417K Buy
2,462
+638
+35% +$119K 0.05% 103
2026
Q1 		$363K Buy
1,824
+1
+0.1% +$182 0.04% 106
2025
Q4 		$285K Buy
1,823
+1
+0.1% +$152 0.04% 118
2025
Q3 		$283K Hold
1,822
– – 0.04% 115
2025
Q2 		$261K Sell
1,822
-108
-6% -$15.2K 0.04% 115
2025
Q1 		$323K Sell
1,930
-28
-1% -$4.38K 0.06% 125
2024
Q4 		$284K Buy
1,958
+441
+29% +$67.5K 0.07% 129
2024
Q3 		$223K Sell
1,517
-374
-20% -$55.7K 0.06% 149
2024
Q2 		$296K Hold
1,891
– – 0.08% 117
2024
Q1 		$298K Buy
1,891
+166
+10% +$25.1K 0.08% 124
2023
Q4 		$257K Buy
1,725
+88
+5% +$13.3K 0.07% 126
2023
Q3 		$276K Buy
1,637
+75
+5% +$12.1K 0.09% 110
2023
Q2 		$246K Buy
1,562
+3
+0.2% +$481 0.08% 112
2023
Q1 		$254K Sell
1,559
-27
-2% -$4.53K 0.09% 110
2022
Q4 		$285K Sell
1,586
-427
-21% -$74.5K 0.09% 95
2022
Q3 		$289K Sell
2,013
-64
-3% -$9.76K 0.1% 93
2022
Q2 		$301K Buy
2,077
+132
+7% +$21.8K 0.13% 92
2022
Q1 		$317K Hold
1,945
– – 0.12% 99
2021
Q4 		$255K Buy
+1,945
New +$221K 0.09% 117
2021
Q1 		$237K Sell
2,284
-95
-4% -$9.28K 0.09% 107
2020
Q4 		$238K Sell
2,379
-1,833
-44% -$148K 0.1% 96
2020
Q3 		$297K Sell
4,212
-141
-3% -$11.9K 0.11% 78
2020
Q2 		$388K Sell
4,353
-655
-13% -$58.6K 0.12% 57
2020
Q1 		$376K Hold
5,008
– – 0.13% 53
2019
Q4 		$567K Buy
5,008
+2,342
+88% +$276K 0.16% 55
2019
Q3 		$322K Sell
2,666
-22
-0.8% -$2.67K 0.09% 69
2019
Q2 		$334K Buy
2,688
+22
+0.8% +$2.66K 0.1% 68
2019
Q1 		$328K Buy
2,666
+14
+0.5% +$1.66K 0.1% 69
2018
Q4 		$289K Hold
2,652
– – 0.16% 73
2018
Q3 		$296K Hold
2,652
– – 0.16% 71
2018
Q2 		$335K Hold
2,652
– – 0.2% 59
2018
Q1 		$302K Sell
2,652
-31
-1% -$3.71K 0.18% 63
2017
Q4 		$336K Buy
+2,683
New +$318K 0.19% 61

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

Pathway Financial Advisors's CVX Position: Q3 2026 in Review

Pathway Financial Advisors held its Chevron (CVX) position steady in Q3 2026 at 2,462 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #96.

Pathway Financial Advisors first reported a position in CVX in Q4 2017 and has held it in 34 quarters since. The position peaked at $567K in Q4 2019. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Pathway Financial Advisors held 2,462 shares of Chevron worth $503K as of Q3 2026.
  • Pathway Financial Advisors left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.06% of Pathway Financial Advisors's portfolio in Q3 2026, its #96 holding.
  • Pathway Financial Advisors first reported a position in Chevron in Q4 2017 and has held it in 34 quarters since.
  • Pathway Financial Advisors's Chevron position peaked at $567K in Q4 2019.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.