Demars Financial Group
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Demars Financial Group’s Chevron CVX Stock Holding History

Demars Financial Group’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 		$1.85M Buy
9,084
+17
+0.2% +$3.35K 0.48% 32
2026
Q2 		$1.5M Buy
9,067
+686
+8% +$128K 0.42% 34
2026
Q1 		$1.73M Buy
8,381
+125
+2% +$22.8K 0.57% 23
2025
Q4 		$1.26M Buy
8,256
+150
+2% +$22.8K 0.42% 25
2025
Q3 		$1.26M Hold
8,106
– – 0.44% 23
2025
Q2 		$1.16M Buy
+8,106
New +$1.14M 0.45% 21
2024
Q4 		– Sell
-1,628
Closed -$240K – 73
2024
Q3 		$240K Sell
1,628
-3
-0.2% -$447 0.11% 63
2024
Q2 		$255K Hold
1,631
– – 0.12% 62
2024
Q1 		$257K Hold
1,631
– – 0.13% 59
2023
Q4 		$243K Hold
1,631
– – 0.13% 61
2023
Q3 		$275K Sell
1,631
-144
-8% -$23.3K 0.16% 68
2023
Q2 		$279K Buy
1,775
+10
+0.6% +$1.6K 0.16% 65
2023
Q1 		$288K Sell
1,765
-100
-5% -$16.8K 0.16% 64
2022
Q4 		$335K Hold
1,865
– – 0.18% 58
2022
Q3 		$268K Sell
1,865
-276
-13% -$42.1K 0.16% 62
2022
Q2 		$310K Buy
2,141
+220
+11% +$36.4K 0.18% 65
2022
Q1 		$313K Sell
1,921
-2
-0.1% -$287 0.16% 69
2021
Q4 		$226K Buy
+1,923
New +$218K 0.12% 85

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Demars Financial Group's CVX Position: Q3 2026 in Review

Demars Financial Group increased its Chevron (CVX) stake by 0.19% in Q3 2026, buying an estimated $3.35K and bringing the position to 9,084 shares worth $1.85M. The position accounts for 0.48% of the portfolio, ranked #32.

Demars Financial Group first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Demars Financial Group held 9,084 shares of Chevron worth $1.85M as of Q3 2026.
  • Demars Financial Group bought 17 Chevron shares in Q3 2026, an estimated $3.35K.
  • Chevron made up 0.48% of Demars Financial Group's portfolio in Q3 2026, its #32 holding.
  • Demars Financial Group first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.