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Pettinga Financial Advisors’s Chevron CVX Stock Holding History

Pettinga 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 		$550K Buy
2,692
+5
+0.2% +$985 0.09% 100
2026
Q2 		$445K Sell
2,687
-99
-4% -$18.4K 0.07% 104
2026
Q1 		$576K Sell
2,786
-295
-10% -$53.8K 0.11% 95
2025
Q4 		$470K Buy
3,081
+19
+0.6% +$2.89K 0.09% 98
2025
Q3 		$476K Sell
3,062
-64
-2% -$9.91K 0.09% 94
2025
Q2 		$448K Buy
3,126
+101
+3% +$14.2K 0.1% 92
2025
Q1 		$506K Buy
3,025
+52
+2% +$8.14K 0.12% 78
2024
Q4 		$431K Buy
2,973
+1
+0% +$153 0.1% 88
2024
Q3 		$438K Buy
2,972
+272
+10% +$40.5K 0.1% 84
2024
Q2 		$422K Buy
2,700
+1
+0% +$159 0.11% 82
2024
Q1 		$426K Buy
2,699
+2
+0.1% +$302 0.11% 84
2023
Q4 		$402K Buy
2,697
+341
+14% +$51.6K 0.11% 86
2023
Q3 		$397K Buy
2,356
+1
+0% +$162 0.12% 73
2023
Q2 		$371K Buy
2,355
+1
+0% +$160 0.11% 74
2023
Q1 		$384K Buy
2,354
+136
+6% +$22.8K 0.12% 74
2022
Q4 		$398K Sell
2,218
-50
-2% -$8.72K 0.13% 73
2022
Q3 		$326K Sell
2,268
-25
-1% -$3.81K 0.11% 76
2022
Q2 		$332K Sell
2,293
-50
-2% -$8.27K 0.1% 82
2022
Q1 		$382K Sell
2,343
-53
-2% -$7.6K 0.1% 79
2021
Q4 		$281K Sell
2,396
-308
-11% -$35K 0.07% 91
2021
Q3 		$274K Buy
2,704
+150
+6% +$15K 0.07% 88
2021
Q2 		$268K Hold
2,554
– – 0.07% 91
2021
Q1 		$268K Sell
2,554
-20
-0.8% -$1.95K 0.08% 83
2020
Q4 		$217K Sell
2,574
-2,210
-46% -$179K 0.08% 83
2020
Q3 		$344K Sell
4,784
-375
-7% -$31.5K 0.15% 62
2020
Q2 		$460K Sell
5,159
-710
-12% -$63.6K 0.22% 49
2020
Q1 		$425K Sell
5,869
-105
-2% -$10.4K 0.29% 46
2019
Q4 		$720K Buy
5,974
+631
+12% +$74.3K 0.38% 45
2019
Q3 		$634K Buy
5,343
+1,946
+57% +$236K 0.34% 49
2019
Q2 		$423K Buy
3,397
+51
+2% +$6.17K 0.22% 61
2019
Q1 		$412K Sell
3,346
-120
-3% -$14.2K 0.22% 60
2018
Q4 		$377K Buy
+3,466
New +$402K 0.25% 59

Other funds holding CVX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Pettinga Financial Advisors increased its Chevron (CVX) stake by 0.19% in Q3 2026, buying an estimated $985 and bringing the position to 2,692 shares worth $550K. The position accounts for 0.09% of the portfolio, ranked #100.

Pettinga Financial Advisors first reported a position in CVX in Q4 2018 and has held it in 32 quarters since. The position peaked at $720K in Q4 2019. 433 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Pettinga Financial Advisors held 2,692 shares of Chevron worth $550K as of Q3 2026.
  • Pettinga Financial Advisors bought 5 Chevron shares in Q3 2026, an estimated $985.
  • Chevron made up 0.09% of Pettinga Financial Advisors's portfolio in Q3 2026, its #100 holding.
  • Pettinga Financial Advisors first reported a position in Chevron in Q4 2018 and has held it in 32 quarters since.
  • Pettinga Financial Advisors's Chevron position peaked at $720K in Q4 2019.
  • 433 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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