Cherokee Insurance
CVX icon

Cherokee Insurance’s Chevron CVX Stock Holding History

Cherokee Insurance’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 		$9.7M Hold
47,299
– – 3.65% 4
2026
Q2 		$7.84M Sell
47,299
-8,000
-14% -$1.49M 3.03% 6
2026
Q1 		$11.4M Hold
55,299
– – 4.34% 2
2025
Q4 		$8.43M Hold
55,299
– – 3.42% 5
2025
Q3 		$8.59M Hold
55,299
– – 3.68% 4
2025
Q2 		$7.92M Hold
55,299
– – 3.45% 5
2025
Q1 		$9.25M Hold
55,299
– – 4.09% 3
2024
Q4 		$8.01M Buy
+55,299
New +$8.46M 3.63% 5

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Cherokee Insurance's CVX Position: Q3 2026 in Review

Cherokee Insurance held its Chevron (CVX) position steady in Q3 2026 at 47,299 shares worth $9.7M. The position accounts for 3.65% of the portfolio, ranked #4.

Cherokee Insurance first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.4M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Cherokee Insurance held 47,299 shares of Chevron worth $9.7M as of Q3 2026.
  • Cherokee Insurance left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 3.65% of Cherokee Insurance's portfolio in Q3 2026, its #4 holding.
  • Cherokee Insurance first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • Cherokee Insurance's Chevron position peaked at $11.4M in Q1 2026.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Cherokee Insurance's 13F filing for Q3 2026, filed 5 Nov 2026.