VVP
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Venture Visionary Partners’s Chevron CVX Stock Holding History

Venture Visionary Partners’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 		$15.8M Buy
77,522
+4,424
+6% +$871K 0.41% 65
2026
Q2 		$12.1M Buy
73,098
+360
+0.5% +$67K 0.34% 79
2026
Q1 		$15M Sell
72,738
-7,652
-10% -$1.4M 0.5% 50
2025
Q4 		$12.5M Sell
80,390
-463
-0.6% -$70.5K 0.41% 64
2025
Q3 		$12.6M Sell
80,853
-27,543
-25% -$4.27M 0.43% 56
2025
Q2 		$15.5M Buy
108,396
+744
+0.7% +$105K 0.58% 39
2025
Q1 		$18M Buy
107,652
+252
+0.2% +$39.4K 0.75% 29
2024
Q4 		$15.6M Buy
107,400
+3,173
+3% +$486K 0.66% 36
2024
Q3 		$15.3M Sell
104,227
-285
-0.3% -$42.4K 0.67% 35
2024
Q2 		$16.3M Buy
104,512
+3,404
+3% +$543K 0.75% 29
2024
Q1 		$15.9M Buy
101,108
+2,946
+3% +$445K 0.76% 31
2023
Q4 		$14.6M Buy
98,162
+6,316
+7% +$955K 0.77% 28
2023
Q3 		$15.5M Buy
91,846
+12,011
+15% +$1.94M 0.93% 21
2023
Q2 		$12.6M Buy
79,835
+6,093
+8% +$977K 0.74% 27
2023
Q1 		$12M Buy
73,742
+7,362
+11% +$1.23M 0.76% 28
2022
Q4 		$11.9M Buy
66,380
+3,892
+6% +$679K 0.86% 28
2022
Q3 		$8.98M Buy
62,488
+4,261
+7% +$650K 0.73% 35
2022
Q2 		$8.43M Buy
58,227
+1,156
+2% +$191K 0.64% 38
2022
Q1 		$9.29M Sell
57,071
-2,485
-4% -$356K 0.62% 44
2021
Q4 		$7.03M Buy
59,556
+7,622
+15% +$866K 0.46% 53
2021
Q3 		$5.29M Buy
51,934
+14,368
+38% +$1.43M 0.38% 61
2021
Q2 		$3.94M Buy
37,566
+5,215
+16% +$551K 0.32% 75
2021
Q1 		$3.39M Buy
32,351
+10,898
+51% +$1.06M 0.28% 85
2020
Q4 		$1.81M Buy
21,453
+18,268
+574% +$1.48M 0.2% 101
2020
Q3 		$229K Buy
3,185
+420
+15% +$35.3K 0.06% 172
2020
Q2 		$246K Sell
2,765
-492
-15% -$44K 0.07% 145
2020
Q1 		$236K Sell
3,257
-690
-17% -$68.2K 0.09% 130
2019
Q4 		$475K Buy
+3,947
New +$465K 0.14% 96

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

Venture Visionary Partners's CVX Position: Q3 2026 in Review

Venture Visionary Partners increased its Chevron (CVX) stake by 6.1% in Q3 2026, buying an estimated $871K and bringing the position to 77,522 shares worth $15.8M. The position accounts for 0.41% of the portfolio, ranked #65.

Venture Visionary Partners first reported a position in CVX in Q4 2019 and has held it in 28 quarters since. The position peaked at $18M in Q1 2025. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Venture Visionary Partners held 77,522 shares of Chevron worth $15.8M as of Q3 2026.
  • Venture Visionary Partners bought 4,424 Chevron shares in Q3 2026, an estimated $871K.
  • Chevron made up 0.41% of Venture Visionary Partners's portfolio in Q3 2026, its #65 holding.
  • Venture Visionary Partners first reported a position in Chevron in Q4 2019 and has held it in 28 quarters since.
  • Venture Visionary Partners's Chevron position peaked at $18M in Q1 2025.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.