Affiance Financial
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Affiance Financial’s Chevron CVX Stock Holding History

Affiance Financial’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 		$310K Buy
1,516
+11
+0.7% +$2.17K 0.04% 93
2026
Q2 		$250K Hold
1,505
– – 0.04% 101
2026
Q1 		$311K Buy
1,505
+34
+2% +$6.2K 0.05% 92
2025
Q4 		$224K Sell
1,471
-123
-8% -$18.7K 0.04% 103
2025
Q3 		$248K Buy
1,594
+123
+8% +$19K 0.05% 97
2025
Q2 		$211K Buy
1,471
+59
+4% +$8.32K 0.04% 99
2025
Q1 		$236K Hold
1,412
– – 0.06% 94
2024
Q4 		$205K Buy
+1,412
New +$216K 0.05% 103
2023
Q1 		– Sell
-1,149
Closed -$206K – 167
2022
Q4 		$206K Buy
+1,149
New +$201K 0.08% 97
2020
Q1 		– Sell
-3,179
Closed -$383K – 134
2019
Q4 		$383K Sell
3,179
-250
-7% -$29.4K 0.21% 64
2019
Q3 		$407K Buy
3,429
+1,128
+49% +$137K 0.25% 61
2019
Q2 		$286K Buy
2,301
+500
+28% +$60.5K 0.17% 79
2019
Q1 		$222K Sell
1,801
-64
-3% -$7.57K 0.14% 85
2018
Q4 		$203K Hold
1,865
– – 0.13% 90
2018
Q3 		$228K Sell
1,865
-1,390
-43% -$169K 0.15% 81
2018
Q2 		$412K Buy
3,255
+1,390
+75% +$173K 0.32% 56
2018
Q1 		$213K Sell
1,865
-283
-13% -$33.8K 0.19% 75
2017
Q4 		$269K Buy
2,148
+180
+9% +$21.3K 0.2% 67
2017
Q3 		$231K Hold
1,968
– – 0.19% 72
2017
Q2 		$205K Sell
1,968
-50
-2% -$5.3K 0.16% 71
2017
Q1 		$217K Buy
2,018
+283
+16% +$31.7K 0.17% 73
2016
Q4 		$204K Buy
+1,735
New +$189K 0.16% 83

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Affiance Financial's CVX Position: Q3 2026 in Review

Affiance Financial increased its Chevron (CVX) stake by 0.73% in Q3 2026, buying an estimated $2.17K and bringing the position to 1,516 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #93.

Affiance Financial first reported a position in CVX in Q4 2016 and has held it in 22 quarters since. The position peaked at $412K in Q2 2018. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Affiance Financial held 1,516 shares of Chevron worth $310K as of Q3 2026.
  • Affiance Financial bought 11 Chevron shares in Q3 2026, an estimated $2.17K.
  • Chevron made up 0.04% of Affiance Financial's portfolio in Q3 2026, its #93 holding.
  • Affiance Financial first reported a position in Chevron in Q4 2016 and has held it in 22 quarters since.
  • Affiance Financial's Chevron position peaked at $412K in Q2 2018.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.