AGP Franklin
CVX icon

AGP Franklin’s Chevron CVX Stock Holding History

AGP Franklin’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 		$261K Sell
1,277
-1,242
-49% -$245K 0.11% 82
2026
Q2 		$418K Buy
2,519
+549
+28% +$102K 0.18% 75
2026
Q1 		$408K Buy
+1,970
New +$359K 0.2% 73
2025
Q1 		– Sell
-12,892
Closed -$1.87M – 85
2024
Q4 		$1.87M Buy
+12,892
New +$1.97M 1.14% 38

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

AGP Franklin's CVX Position: Q3 2026 in Review

AGP Franklin reduced its Chevron (CVX) stake by 49% in Q3 2026, selling an estimated $245K and leaving 1,277 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #82.

AGP Franklin first reported a position in CVX in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.87M in Q4 2024. 2,949 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • AGP Franklin held 1,277 shares of Chevron worth $261K as of Q3 2026.
  • AGP Franklin sold 1,242 Chevron shares in Q3 2026, an estimated $245K.
  • Chevron made up 0.11% of AGP Franklin's portfolio in Q3 2026, its #82 holding.
  • AGP Franklin first reported a position in Chevron in Q4 2024 and has held it in 4 quarters since.
  • AGP Franklin's Chevron position peaked at $1.87M in Q4 2024.
  • 2,949 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on AGP Franklin's 13F filing for Q3 2026, filed 4 Nov 2026.