Benchmark Financial
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Benchmark Financial’s Chevron CVX Stock Holding History

Benchmark 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 		$204K Buy
+1,000
New +$197K 0.16% 57
2026
Q2 		– Sell
-1,000
Closed -$207K – 56
2026
Q1 		$207K Buy
+1,000
New +$182K 0.19% 49

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

Benchmark Financial's CVX Position: Q3 2026 in Review

Benchmark Financial opened a new position in Chevron (CVX) in Q3 2026: 1,000 shares worth $204K. The stake represents 0.16% of the portfolio and ranks #57 among its holdings. This is a return to the name: Benchmark Financial previously reported a position in CVX as recently as Q1 2026.

Benchmark Financial first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $207K in Q1 2026. 2,757 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Benchmark Financial held 1,000 shares of Chevron worth $204K as of Q3 2026.
  • Chevron was a new Benchmark Financial position in Q3 2026.
  • Chevron made up 0.16% of Benchmark Financial's portfolio in Q3 2026, its #57 holding.
  • Benchmark Financial first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Benchmark Financial's Chevron position peaked at $207K in Q1 2026.
  • 2,757 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.