VFA
CVX icon

Valeo Financial Advisors’s Chevron CVX Stock Holding History

Valeo Financial 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
Q1 		– Sell
-200
Closed -$30.5K – 785
2025
Q4 		$30.5K Hold
200
– – ﹤0.01% 821
2025
Q3 		$31.1K Buy
+200
New +$31K ﹤0.01% 813
2020
Q4 		– Sell
-3,000
Closed -$216K – 1703
2020
Q3 		$216K Buy
+3,000
New +$252K 0.02% 310
2020
Q2 		– Sell
-1,000
Closed -$84K – 2048
2020
Q1 		$84K Buy
+1,000
New +$98.8K 0.01% 465

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

Valeo Financial Advisors's CVX Position: Q3 2026 in Review

Valeo Financial Advisors increased its Chevron (CVX) stake by 2.3% in Q3 2026, buying an estimated $202K and bringing the position to 46,618 shares worth $9.52M. The position accounts for 0.2% of the portfolio, ranked #55.

Valeo Financial Advisors first reported a position in CVX in Q3 2017 and has held it in 37 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Valeo Financial Advisors held 46,618 shares of Chevron worth $9.52M as of Q3 2026.
  • Valeo Financial Advisors bought 1,028 Chevron shares in Q3 2026, an estimated $202K.
  • Chevron made up 0.2% of Valeo Financial Advisors's portfolio in Q3 2026, its #55 holding.
  • Valeo Financial Advisors first reported a position in Chevron in Q3 2017 and has held it in 37 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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