Polaris Financial Partners’s Chevron CVX Stock Holding History

Polaris Financial Partners’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	$69K	Buy	+335	New	+$66K	0.03%	155

Other funds holding CVX

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Polaris Financial Partners's CVX Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Chevron (CVX) in Q3 2026: 335 shares worth $69K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings.

26 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Polaris Financial Partners held 335 shares of Chevron worth $69K as of Q3 2026.
Chevron was a new Polaris Financial Partners position in Q3 2026.
Chevron made up 0.03% of Polaris Financial Partners's portfolio in Q3 2026, its #155 holding.
26 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.