VVP
CVX icon

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 		$40.8K Buy
+200
New +$39.4K ﹤0.01% 715

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.