RBWA
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RFG - Bristol Wealth Advisors’s Chevron CVX Stock Holding History

RFG - Bristol Wealth 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 		$1.34M Buy
6,558
+33
+0.5% +$6.5K 0.32% 62
2026
Q2 		$1.08M Sell
6,525
-37
-0.6% -$6.89K 0.26% 78
2026
Q1 		$1.36M Sell
6,562
-98
-1% -$17.9K 0.37% 55
2025
Q4 		$1.02M Sell
6,660
-376
-5% -$57.3K 0.28% 72
2025
Q3 		$1.09M Buy
7,036
+1,420
+25% +$220K 0.32% 66
2025
Q2 		$804K Sell
5,616
-1,531
-21% -$216K 0.25% 81
2025
Q1 		$1.2M Sell
7,147
-380
-5% -$59.5K 0.4% 55
2024
Q4 		$1.09M Buy
+7,527
New +$1.15M 0.36% 65

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

RFG - Bristol Wealth Advisors's CVX Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors increased its Chevron (CVX) stake by 0.51% in Q3 2026, buying an estimated $6.5K and bringing the position to 6,558 shares worth $1.34M. The position accounts for 0.32% of the portfolio, ranked #62.

RFG - Bristol Wealth Advisors first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 6,558 shares of Chevron worth $1.34M as of Q3 2026.
  • RFG - Bristol Wealth Advisors bought 33 Chevron shares in Q3 2026, an estimated $6.5K.
  • Chevron made up 0.32% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #62 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • RFG - Bristol Wealth Advisors's Chevron position peaked at $1.36M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.