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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

DDFG Inc's CVX Position: Q2 2026 in Review

DDFG Inc increased its Chevron (CVX) stake by 106% in Q2 2026, buying an estimated $285K and bringing the position to 2,965 shares worth $491K. The position accounts for 0.1% of the portfolio, ranked #61.

DDFG Inc first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. 2,166 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • DDFG Inc held 2,965 shares of Chevron worth $491K as of Q2 2026.
  • DDFG Inc bought 1,529 Chevron shares in Q2 2026, an estimated $285K.
  • Chevron made up 0.1% of DDFG Inc's portfolio in Q2 2026, its #61 holding.
  • DDFG Inc first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.