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Rhodes Investment Advisors’s Chevron CVX Stock Holding History

Rhodes Investment 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 		$276K Buy
1,353
+135
+11% +$26.6K 0.2% 98
2026
Q2 		$202K Hold
1,218
– – 0.15% 119
2026
Q1 		$252K Buy
+1,218
New +$222K 0.22% 95

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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Rhodes Investment Advisors's CVX Position: Q3 2026 in Review

Rhodes Investment Advisors increased its Chevron (CVX) stake by 11% in Q3 2026, buying an estimated $26.6K and bringing the position to 1,353 shares worth $276K. The position accounts for 0.2% of the portfolio, ranked #98.

Rhodes Investment Advisors first reported a position in CVX in Q1 2026 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Rhodes Investment Advisors held 1,353 shares of Chevron worth $276K as of Q3 2026.
  • Rhodes Investment Advisors bought 135 Chevron shares in Q3 2026, an estimated $26.6K.
  • Chevron made up 0.2% of Rhodes Investment Advisors's portfolio in Q3 2026, its #98 holding.
  • Rhodes Investment Advisors first reported a position in Chevron in Q1 2026 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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