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Stolper & Co’s Chevron CVX Stock Holding History

Stolper & 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 		$11.7M Buy
57,187
+409
+0.7% +$80.5K 3.02% 5
2026
Q2 		$9.41M Buy
56,778
+2,107
+4% +$392K 2.43% 13
2026
Q1 		$11.3M Buy
54,671
+291
+0.5% +$53.1K 3.21% 6
2025
Q4 		$8.29M Buy
54,380
+1,245
+2% +$190K 2.44% 14
2025
Q3 		$8.25M Buy
53,135
+521
+1% +$80.7K 2.5% 14
2025
Q2 		$7.53M Buy
52,614
+274
+0.5% +$38.6K 2.47% 13
2025
Q1 		$8.76M Buy
52,340
+45
+0.1% +$7.04K 2.87% 5
2024
Q4 		$7.57M Buy
52,295
+726
+1% +$111K 2.52% 12
2024
Q3 		$7.6M Buy
51,569
+157
+0.3% +$23.4K 2.48% 10
2024
Q2 		$8.04M Buy
51,412
+1,188
+2% +$189K 2.83% 8
2024
Q1 		$7.92M Buy
50,224
+2,226
+5% +$336K 2.86% 6
2023
Q4 		$7.16M Sell
47,998
-36
-0.1% -$5.44K 2.88% 6
2023
Q3 		$8.1M Buy
48,034
+397
+0.8% +$64.1K 3.51% 6
2023
Q2 		$7.5M Buy
47,637
+4,376
+10% +$702K 3.16% 6
2023
Q1 		$7.06M Buy
43,261
+197
+0.5% +$33K 3.03% 6
2022
Q4 		$7.73M Sell
43,064
-2,185
-5% -$381K 3.39% 6
2022
Q3 		$6.5M Buy
45,249
+1,347
+3% +$205K 3.2% 5
2022
Q2 		$6.36M Buy
43,902
+600
+1% +$99.2K 2.98% 6
2022
Q1 		$7.05M Buy
43,302
+4,093
+10% +$587K 2.99% 7
2021
Q4 		$4.6M Buy
39,209
+102
+0.3% +$11.6K 2.05% 20
2021
Q3 		$3.97M Buy
39,107
+26
+0.1% +$2.59K 1.9% 20
2021
Q2 		$4.09M Buy
39,081
+557
+1% +$58.8K 1.93% 21
2021
Q1 		$4.04M Buy
38,524
+3,114
+9% +$304K 2.08% 20
2020
Q4 		$2.99M Buy
35,410
+4,358
+14% +$353K 1.68% 22
2020
Q3 		$2.24M Sell
31,052
-7,895
-20% -$664K 1.45% 22
2020
Q2 		$3.48M Sell
38,947
-1,288
-3% -$115K 2.27% 12
2020
Q1 		$2.92M Buy
+40,235
New +$3.98M 2.09% 15

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
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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

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

Stolper & Co increased its Chevron (CVX) stake by 0.72% in Q3 2026, buying an estimated $80.5K and bringing the position to 57,187 shares worth $11.7M. The position accounts for 3.02% of the portfolio, ranked #5.

Stolper & Co first reported a position in CVX in Q1 2020 and has held it in 27 quarters since. 841 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Stolper & Co held 57,187 shares of Chevron worth $11.7M as of Q3 2026.
  • Stolper & Co bought 409 Chevron shares in Q3 2026, an estimated $80.5K.
  • Chevron made up 3.02% of Stolper & Co's portfolio in Q3 2026, its #5 holding.
  • Stolper & Co first reported a position in Chevron in Q1 2020 and has held it in 27 quarters since.
  • 841 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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