Seamount Financial Group
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Seamount Financial Group’s Chevron CVX Stock Holding History

Seamount Financial Group’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 		$3.03M Buy
14,857
+639
+4% +$126K 1.19% 24
2026
Q2 		$2.36M Buy
14,218
+244
+2% +$45.4K 0.95% 32
2026
Q1 		$2.89M Buy
13,974
+14
+0.1% +$2.55K 1.3% 25
2025
Q4 		$2.13M Buy
13,960
+271
+2% +$41.3K 0.97% 32
2025
Q3 		$2.13M Buy
13,689
+708
+5% +$110K 1% 31
2025
Q2 		$1.86M Buy
12,981
+6,345
+96% +$894K 0.96% 31
2025
Q1 		$1.11M Buy
6,636
+110
+2% +$17.2K 0.76% 35
2024
Q4 		$945K Buy
6,526
+101
+2% +$15.5K 0.65% 39
2024
Q3 		$946K Buy
6,425
+115
+2% +$17.1K 0.71% 36
2024
Q2 		$987K Buy
6,310
+457
+8% +$72.9K 0.81% 32
2024
Q1 		$923K Sell
5,853
-60
-1% -$9.05K 0.81% 31
2023
Q4 		$882K Buy
+5,913
New +$894K 0.84% 32

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Seamount Financial Group's CVX Position: Q3 2026 in Review

Seamount Financial Group increased its Chevron (CVX) stake by 4.5% in Q3 2026, buying an estimated $126K and bringing the position to 14,857 shares worth $3.03M. The position accounts for 1.19% of the portfolio, ranked #24.

Seamount Financial Group first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. 1,545 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Seamount Financial Group held 14,857 shares of Chevron worth $3.03M as of Q3 2026.
  • Seamount Financial Group bought 639 Chevron shares in Q3 2026, an estimated $126K.
  • Chevron made up 1.19% of Seamount Financial Group's portfolio in Q3 2026, its #24 holding.
  • Seamount Financial Group first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • 1,545 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.