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Wedmont Private Capital’s Chevron CVX Stock Holding History

Wedmont Private Capital’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 		$6.37M Buy
30,131
+8,788
+41% +$1.73M 0.15% 88
2026
Q2 		$3.76M Buy
21,343
+248
+1% +$46.2K 0.1% 109
2026
Q1 		$4.07M Buy
21,095
+476
+2% +$86.8K 0.13% 88
2025
Q4 		$3.2M Buy
20,619
+1,255
+6% +$191K 0.11% 111
2025
Q3 		$3M Buy
19,364
+7,260
+60% +$1.12M 0.11% 109
2025
Q2 		$1.85M Sell
12,104
-2,919
-19% -$411K 0.08% 158
2025
Q1 		$2.04M Buy
15,023
+1,261
+9% +$197K 0.1% 116
2024
Q4 		$2.11M Buy
13,762
+1,750
+15% +$268K 0.11% 106
2024
Q3 		$1.82M Sell
12,012
-1,970
-14% -$293K 0.1% 113
2024
Q2 		$2.18M Buy
13,982
+1,016
+8% +$162K 0.14% 92
2024
Q1 		$2.1M Buy
12,966
+2,678
+26% +$404K 0.15% 88
2023
Q4 		$1.54M Sell
10,288
-1,936
-16% -$293K 0.13% 103
2023
Q3 		$2.04M Buy
12,224
+976
+9% +$158K 0.21% 75
2023
Q2 		$1.73M Buy
11,248
+393
+4% +$63K 0.19% 79
2023
Q1 		$1.83M Buy
10,855
+842
+8% +$141K 0.24% 66
2022
Q4 		$1.77M Buy
10,013
+1,227
+14% +$214K 0.26% 63
2022
Q3 		$1.26M Buy
8,786
+583
+7% +$88.9K 0.25% 63
2022
Q2 		$1.19M Buy
8,203
+1,831
+29% +$303K 0.26% 66
2022
Q1 		$1.05M Buy
6,372
+1,955
+44% +$280K 0.23% 74
2021
Q4 		$560K Buy
+4,417
New +$502K 0.17% 100

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

Wedmont Private Capital's CVX Position: Q3 2026 in Review

Wedmont Private Capital increased its Chevron (CVX) stake by 41% in Q3 2026, buying an estimated $1.73M and bringing the position to 30,131 shares worth $6.37M. The position accounts for 0.15% of the portfolio, ranked #88.

Wedmont Private Capital first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Wedmont Private Capital held 30,131 shares of Chevron worth $6.37M as of Q3 2026.
  • Wedmont Private Capital bought 8,788 Chevron shares in Q3 2026, an estimated $1.73M.
  • Chevron made up 0.15% of Wedmont Private Capital's portfolio in Q3 2026, its #88 holding.
  • Wedmont Private Capital first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.