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Steph & Co’s Chevron CVX Stock Holding History

Steph & Co’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 		$834K Buy
4,085
+64
+2% +$12.6K 0.21% 40
2026
Q2 		$667K Buy
4,021
+816
+25% +$152K 0.17% 52
2026
Q1 		$663K Sell
3,205
-506
-14% -$92.3K 0.19% 44
2025
Q4 		$566K Sell
3,711
-478
-11% -$72.8K 0.16% 45
2025
Q3 		$651K Sell
4,189
-826
-16% -$128K 0.2% 43
2025
Q2 		$718K Sell
5,015
-51
-1% -$7.19K 0.23% 43
2025
Q1 		$847K Sell
5,066
-313
-6% -$49K 0.3% 33
2024
Q4 		$779K Sell
5,379
-213
-4% -$32.6K 0.26% 34
2024
Q3 		$824K Buy
5,592
+53
+1% +$7.89K 0.26% 34
2024
Q2 		$866K Sell
5,539
-238
-4% -$38K 0.3% 32
2024
Q1 		$911K Buy
5,777
+922
+19% +$139K 0.31% 32
2023
Q4 		$724K Sell
4,855
-357
-7% -$54K 0.36% 33
2023
Q3 		$879K Buy
5,212
+267
+5% +$43.1K 0.49% 30
2023
Q2 		$778K Buy
4,945
+2
+0% +$321 0.43% 34
2023
Q1 		$807K Buy
4,943
+295
+6% +$49.5K 0.5% 29
2022
Q4 		$834K Buy
4,648
+386
+9% +$67.4K 0.53% 29
2022
Q3 		$612K Sell
4,262
-757
-15% -$115K 0.43% 35
2022
Q2 		$727K Buy
5,019
+1,231
+32% +$203K 0.44% 31
2022
Q1 		$617K Sell
3,788
-270
-7% -$38.7K 0.37% 32
2021
Q4 		$476K Buy
4,058
+439
+12% +$49.9K 0.28% 43
2021
Q3 		$367K Buy
3,619
+365
+11% +$36.4K 0.23% 50
2021
Q2 		$341K Buy
3,254
+780
+32% +$82.3K 0.22% 52
2021
Q1 		$259K Buy
2,474
+532
+27% +$51.9K 0.18% 70
2020
Q4 		$164K Buy
1,942
+488
+34% +$39.5K 0.13% 103
2020
Q3 		$105K Sell
1,454
-948
-39% -$79.7K 0.1% 118
2020
Q2 		$214K Sell
2,402
-659
-22% -$59K 0.21% 46
2020
Q1 		$222K Sell
3,061
-212
-6% -$20.9K 0.25% 46
2019
Q4 		$394K Buy
+3,273
New +$386K 0.34% 44

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

Steph & Co's CVX Position: Q3 2026 in Review

Steph & Co increased its Chevron (CVX) stake by 1.6% in Q3 2026, buying an estimated $12.6K and bringing the position to 4,085 shares worth $834K. The position accounts for 0.21% of the portfolio, ranked #40.

Steph & Co first reported a position in CVX in Q4 2019 and has held it in 28 quarters since. The position peaked at $911K in Q1 2024. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Steph & Co held 4,085 shares of Chevron worth $834K as of Q3 2026.
  • Steph & Co bought 64 Chevron shares in Q3 2026, an estimated $12.6K.
  • Chevron made up 0.21% of Steph & Co's portfolio in Q3 2026, its #40 holding.
  • Steph & Co first reported a position in Chevron in Q4 2019 and has held it in 28 quarters since.
  • Steph & Co's Chevron position peaked at $911K in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.