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Toth Financial Advisory’s Chevron CVX Stock Holding History

Toth Financial Advisory’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 		$1.07M Buy
5,232
+155
+3% +$30.5K 0.11% 133
2026
Q2 		$842K Sell
5,077
-2,153
-30% -$401K 0.08% 152
2026
Q1 		$1.5M Buy
7,230
+3,950
+120% +$720K 0.16% 113
2025
Q4 		$500K Buy
3,280
+1
+0% +$152 0.05% 167
2025
Q3 		$509K Sell
3,279
-154
-4% -$23.9K 0.05% 165
2025
Q2 		$492K Sell
3,433
-33
-1% -$4.65K 0.06% 166
2025
Q1 		$580K Buy
3,466
+131
+4% +$20.5K 0.07% 149
2024
Q4 		$483K Hold
3,335
– – 0.06% 157
2024
Q3 		$491K Hold
3,335
– – 0.06% 161
2024
Q2 		$522K Sell
3,335
-250
-7% -$39.9K 0.07% 152
2024
Q1 		$565K Sell
3,585
-18
-0.5% -$2.72K 0.07% 157
2023
Q4 		$537K Hold
3,603
– – 0.07% 163
2023
Q3 		$608K Buy
3,603
+2,569
+248% +$415K 0.09% 137
2023
Q2 		$163K Sell
1,034
-17
-2% -$2.73K 0.02% 206
2023
Q1 		$171K Buy
1,051
+32
+3% +$5.37K 0.03% 196
2022
Q4 		$183K Sell
1,019
-60
-6% -$10.5K 0.03% 190
2022
Q3 		$155K Buy
1,079
+60
+6% +$9.15K 0.03% 182
2022
Q2 		$148K Buy
1,019
+197
+24% +$32.6K 0.03% 188
2022
Q1 		$134K Buy
822
+211
+35% +$30.3K 0.02% 211
2021
Q4 		$72K Buy
611
+55
+10% +$6.25K 0.01% 269
2021
Q3 		$56K Hold
556
– – 0.01% 296
2021
Q2 		$58K Hold
556
– – 0.01% 274
2021
Q1 		$58K Sell
556
-200
-26% -$19.5K 0.01% 280
2020
Q4 		$64K Hold
756
– – 0.01% 241
2020
Q3 		$54K Buy
756
+200
+36% +$16.8K 0.01% 239
2020
Q2 		$50K Hold
556
– – 0.01% 228
2020
Q1 		$40K Sell
556
-537
-49% -$53.1K 0.01% 189
2019
Q4 		$132K Sell
1,093
-445
-29% -$52.4K 0.03% 169
2019
Q3 		$182K Sell
1,538
-345
-18% -$41.9K 0.04% 175
2019
Q2 		$234K Hold
1,883
– – 0.05% 164
2019
Q1 		$232K Sell
1,883
-270
-13% -$31.9K 0.05% 149
2018
Q4 		$234K Sell
2,153
-85
-4% -$9.85K 0.06% 121
2018
Q3 		$274K Sell
2,238
-145
-6% -$17.6K 0.06% 138
2018
Q2 		$301K Hold
2,383
– – 0.07% 134
2018
Q1 		$272K Sell
2,383
-198
-8% -$23.7K 0.07% 140
2017
Q4 		$323K Sell
2,581
-350
-12% -$41.5K 0.08% 129
2017
Q3 		$344K Sell
2,931
-55
-2% -$6K 0.09% 127
2017
Q2 		$312K Buy
+2,986
New +$316K 0.08% 125
2014
Q1 		– Sell
-1,700
Closed -$212K – 111
2013
Q4 		$212K Hold
1,700
– – 0.09% 101
2013
Q3 		$207K Hold
1,700
– – 0.1% 99
2013
Q2 		$201K Buy
+1,700
New +$205K 0.1% 99

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

Toth Financial Advisory's CVX Position: Q3 2026 in Review

Toth Financial Advisory increased its Chevron (CVX) stake by 3.1% in Q3 2026, buying an estimated $30.5K and bringing the position to 5,232 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #133.

Toth Financial Advisory first reported a position in CVX in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.5M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Toth Financial Advisory held 5,232 shares of Chevron worth $1.07M as of Q3 2026.
  • Toth Financial Advisory bought 155 Chevron shares in Q3 2026, an estimated $30.5K.
  • Chevron made up 0.11% of Toth Financial Advisory's portfolio in Q3 2026, its #133 holding.
  • Toth Financial Advisory first reported a position in Chevron in Q2 2013 and has held it in 41 quarters since.
  • Toth Financial Advisory's Chevron position peaked at $1.5M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.