James T. Borello RIA
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James T. Borello RIA’s Chevron CVX Stock Holding History

James T. Borello RIA’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 		$110K Sell
537
-29
-5% -$5.71K 0.02% 162
2026
Q2 		$93.8K Sell
566
-8
-1% -$1.49K 0.02% 172
2026
Q1 		$119K Buy
574
+391
+214% +$71.3K 0.03% 140
2025
Q4 		$27.9K Sell
183
-45
-20% -$6.85K 0.01% 233
2025
Q3 		$35.4K Buy
+228
New +$35.3K 0.01% 181

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James T. Borello RIA's CVX Position: Q3 2026 in Review

James T. Borello RIA reduced its Chevron (CVX) stake by 5.1% in Q3 2026, selling an estimated $5.71K and leaving 537 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #162.

James T. Borello RIA first reported a position in CVX in Q3 2025 and has held it in 5 quarters since. The position peaked at $119K in Q1 2026. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • James T. Borello RIA held 537 shares of Chevron worth $110K as of Q3 2026.
  • James T. Borello RIA sold 29 Chevron shares in Q3 2026, an estimated $5.71K.
  • Chevron made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #162 holding.
  • James T. Borello RIA first reported a position in Chevron in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Chevron position peaked at $119K in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.