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Sarver Vrooman Wealth Advisors’s Chevron CVX Stock Holding History

Sarver Vrooman 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 		$66.4K Hold
325
– – 0.04% 46
2026
Q2 		$54.9K Hold
325
– – 0.03% 57
2026
Q1 		$67.2K Hold
325
– – 0.04% 41
2025
Q4 		$49.5K Sell
325
-6
-2% -$914 0.03% 62
2025
Q3 		$51.4K Hold
331
– – 0.03% 84
2025
Q2 		$47.4K Hold
331
– – 0.03% 85
2025
Q1 		$55.4K Buy
+331
New +$51.8K 0.04% 75

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

Sarver Vrooman Wealth Advisors's CVX Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its Chevron (CVX) position steady in Q3 2026 at 325 shares worth $66.4K. The position accounts for 0.04% of the portfolio, ranked #46.

Sarver Vrooman Wealth Advisors first reported a position in CVX in Q1 2025 and has held it in 7 quarters since. The position peaked at $67.2K in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Sarver Vrooman Wealth Advisors held 325 shares of Chevron worth $66.4K as of Q3 2026.
  • Sarver Vrooman Wealth Advisors left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.04% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #46 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Chevron in Q1 2025 and has held it in 7 quarters since.
  • Sarver Vrooman Wealth Advisors's Chevron position peaked at $67.2K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.