Strata Wealth Advisors
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Strata Wealth Advisors’s Chevron CVX Stock Holding History

Strata 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 		$3.72M Sell
18,195
-1,985
-10% -$391K 0.87% 24
2026
Q2 		$3.35M Buy
20,180
+73
+0.4% +$13.6K 0.82% 21
2026
Q1 		$4.16M Sell
20,107
-4,073
-17% -$743K 1.14% 19
2025
Q4 		$3.69M Sell
24,180
-10,799
-31% -$1.64M 1.03% 18
2025
Q3 		$5.43M Buy
34,979
+28,127
+410% +$4.36M 1.43% 13
2025
Q2 		$981K Buy
6,852
+2,979
+77% +$420K 0.27% 40
2025
Q1 		$648K Buy
3,873
+118
+3% +$18.5K 0.2% 43
2024
Q4 		$544K Buy
+3,755
New +$575K 0.17% 49
2024
Q3 		– Sell
-1,676
Closed -$262K – 76
2024
Q2 		$262K Buy
+1,676
New +$267K 0.09% 63

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

Strata Wealth Advisors's CVX Position: Q3 2026 in Review

Strata Wealth Advisors reduced its Chevron (CVX) stake by 9.8% in Q3 2026, selling an estimated $391K and leaving 18,195 shares worth $3.72M. The position accounts for 0.87% of the portfolio, ranked #24.

Strata Wealth Advisors first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.43M in Q3 2025. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Strata Wealth Advisors held 18,195 shares of Chevron worth $3.72M as of Q3 2026.
  • Strata Wealth Advisors sold 1,985 Chevron shares in Q3 2026, an estimated $391K.
  • Chevron made up 0.87% of Strata Wealth Advisors's portfolio in Q3 2026, its #24 holding.
  • Strata Wealth Advisors first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
  • Strata Wealth Advisors's Chevron position peaked at $5.43M in Q3 2025.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.