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RTD Financial Advisors’s Chevron CVX Stock Holding History

RTD 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 		$579K Hold
2,834
– – 0.06% 88
2026
Q2 		$470K Hold
2,834
– – 0.05% 97
2026
Q1 		$586K Buy
2,834
+386
+16% +$70.4K 0.07% 84
2025
Q4 		$373K Sell
2,448
-363
-13% -$55.3K 0.05% 96
2025
Q3 		$436K Hold
2,811
– – 0.05% 77
2025
Q2 		$402K Sell
2,811
-61
-2% -$8.6K 0.05% 82
2025
Q1 		$480K Buy
2,872
+61
+2% +$9.55K 0.06% 82
2024
Q4 		$407K Buy
2,811
+364
+15% +$55.7K 0.05% 87
2024
Q3 		$360K Sell
2,447
-713
-23% -$106K 0.05% 99
2024
Q2 		$494K Buy
3,160
+1,013
+47% +$162K 0.07% 79
2024
Q1 		$339K Hold
2,147
– – 0.05% 92
2023
Q4 		$320K Buy
+2,147
New +$325K 0.05% 91

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

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

RTD Financial Advisors held its Chevron (CVX) position steady in Q3 2026 at 2,834 shares worth $579K. The position accounts for 0.06% of the portfolio, ranked #88.

RTD Financial Advisors first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $586K in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • RTD Financial Advisors held 2,834 shares of Chevron worth $579K as of Q3 2026.
  • RTD Financial Advisors left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.06% of RTD Financial Advisors's portfolio in Q3 2026, its #88 holding.
  • RTD Financial Advisors first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • RTD Financial Advisors's Chevron position peaked at $586K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.