AtlasMark Financial’s Chevron CVX Stock Holding History

AtlasMark 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	$287K	Hold	1,404	–	–	0.14%	37
2026 Q2	$233K	Hold	1,404	–	–	0.11%	43
2026 Q1	$214K	Hold	1,404	–	–	0.14%	46
2025 Q4	$214K	Hold	1,404	–	–	0.14%	46
2025 Q3	$218K	Hold	1,404	–	–	0.15%	42
2025 Q2	$201K	Hold	1,404	–	–	0.15%	39
2025 Q1	$235K	Hold	1,404	–	–	0.22%	37
2024 Q4	$203K	Hold	1,404	–	–	0.19%	39
2024 Q3	$207K	Buy	+1,404	New	+$209K	0.19%	39
2023 Q2	$221K	Hold	1,404	–	–	0.27%	39
2023 Q1	$229K	Buy	+1,404	New	+$235K	0.3%	38
2022 Q3	$202K	Hold	1,404	–	–	0.3%	38
2022 Q2	$203K	Hold	1,404	–	–	0.29%	40
2022 Q1	$229K	Buy	+1,404	New	+$201K	0.29%	39

Other funds holding CVX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

AtlasMark Financial's CVX Position: Q3 2026 in Review

AtlasMark Financial held its Chevron (CVX) position steady in Q3 2026 at 1,404 shares worth $287K. The position accounts for 0.14% of the portfolio, ranked #37.

AtlasMark Financial first reported a position in CVX in Q1 2022 and has held it in 14 quarters since. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

AtlasMark Financial held 1,404 shares of Chevron worth $287K as of Q3 2026.
AtlasMark Financial left its Chevron share count unchanged in Q3 2026.
Chevron made up 0.14% of AtlasMark Financial's portfolio in Q3 2026, its #37 holding.
AtlasMark Financial first reported a position in Chevron in Q1 2022 and has held it in 14 quarters since.
3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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