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Vista Investment Partners’s Chevron CVX Stock Holding History

Vista Investment 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 		$10.7M Sell
52,629
-64
-0.1% -$12.6K 2.8% 4
2026
Q2 		$8.73M Sell
52,693
-26
-0% -$4.84K 2.2% 7
2026
Q1 		$10.9M Buy
52,719
+5
+0% +$912 2.88% 4
2025
Q4 		$8.03M Buy
52,714
+15
+0% +$2.29K 2.1% 7
2025
Q3 		$8.18M Hold
52,699
– – 2.28% 7
2025
Q2 		$7.55M Sell
52,699
-68
-0.1% -$9.59K 2.18% 9
2025
Q1 		$8.83M Sell
52,767
-115
-0.2% -$18K 2.69% 6
2024
Q4 		$7.66M Sell
52,882
-229
-0.4% -$35.1K 2.39% 6
2024
Q3 		$7.82M Sell
53,111
-567
-1% -$84.4K 2.5% 6
2024
Q2 		$8.4M Sell
53,678
-1,533
-3% -$244K 2.8% 7
2024
Q1 		$8.71M Sell
55,211
-2,952
-5% -$445K 2.96% 3
2023
Q4 		$8.68M Buy
+58,163
New +$8.8M 3.18% 3

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

Vista Investment Partners's CVX Position: Q3 2026 in Review

Vista Investment Partners reduced its Chevron (CVX) stake by 0.12% in Q3 2026, selling an estimated $12.6K and leaving 52,629 shares worth $10.7M. The position accounts for 2.8% of the portfolio, ranked #4.

Vista Investment Partners first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.9M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Vista Investment Partners held 52,629 shares of Chevron worth $10.7M as of Q3 2026.
  • Vista Investment Partners sold 64 Chevron shares in Q3 2026, an estimated $12.6K.
  • Chevron made up 2.8% of Vista Investment Partners's portfolio in Q3 2026, its #4 holding.
  • Vista Investment Partners first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • Vista Investment Partners's Chevron position peaked at $10.9M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.