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DDFG Inc’s Chevron CVX Stock Holding History

DDFG Inc’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 		$607K Buy
2,971
+6
+0.2% +$1.18K 0.12% 52
2026
Q2 		$491K Buy
2,965
+1,529
+106% +$285K 0.1% 61
2026
Q1 		$297K Sell
1,436
-175
-11% -$31.9K 0.06% 71
2025
Q4 		$246K Buy
1,611
+104
+7% +$15.8K 0.05% 78
2025
Q3 		$234K Hold
1,507
– – 0.05% 76
2025
Q2 		$216K Sell
1,507
-33
-2% -$4.65K 0.05% 74
2025
Q1 		$258K Hold
1,540
– – 0.07% 63
2024
Q4 		$223K Buy
1,540
+101
+7% +$15.5K 0.06% 72
2024
Q3 		$212K Buy
+1,439
New +$214K 0.06% 78

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DDFG Inc's CVX Position: Q3 2026 in Review

DDFG Inc increased its Chevron (CVX) stake by 0.2% in Q3 2026, buying an estimated $1.18K and bringing the position to 2,971 shares worth $607K. The position accounts for 0.12% of the portfolio, ranked #52.

DDFG Inc first reported a position in CVX in Q3 2024 and has held it in 9 quarters since. 2,099 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • DDFG Inc held 2,971 shares of Chevron worth $607K as of Q3 2026.
  • DDFG Inc bought 6 Chevron shares in Q3 2026, an estimated $1.18K.
  • Chevron made up 0.12% of DDFG Inc's portfolio in Q3 2026, its #52 holding.
  • DDFG Inc first reported a position in Chevron in Q3 2024 and has held it in 9 quarters since.
  • 2,099 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.