Eagle Strategies
CVX icon

Eagle Strategies’s Chevron CVX Stock Holding History

Eagle Strategies’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 		$779K Buy
3,812
+144
+4% +$28.4K 0.08% 165
2026
Q2 		$608K Buy
3,668
+352
+11% +$65.5K 0.06% 180
2026
Q1 		$686K Buy
3,316
+116
+4% +$21.2K 0.08% 158
2025
Q4 		$488K Buy
3,200
+487
+18% +$74.2K 0.06% 171
2025
Q3 		$421K Buy
2,713
+626
+30% +$97K 0.06% 176
2025
Q2 		$299K Buy
2,087
+239
+13% +$33.7K 0.05% 192
2025
Q1 		$309K Buy
1,848
+12
+0.7% +$1.88K 0.05% 175
2024
Q4 		$266K Buy
1,836
+3
+0.2% +$459 0.05% 184
2024
Q3 		$270K Buy
1,833
+133
+8% +$19.8K 0.05% 178
2024
Q2 		$266K Sell
1,700
-4,553
-73% -$726K 0.05% 177
2024
Q1 		$986K Buy
6,253
+4,779
+324% +$721K 0.22% 105
2023
Q4 		$220K Sell
1,474
-95
-6% -$14.4K 0.05% 179
2023
Q3 		$265K Buy
1,569
+4
+0.3% +$646 0.07% 157
2023
Q2 		$246K Buy
1,565
+122
+8% +$19.6K 0.06% 165
2023
Q1 		$236K Buy
1,443
+82
+6% +$13.7K 0.06% 163
2022
Q4 		$244K Buy
+1,361
New +$238K 0.07% 155

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Eagle Strategies's CVX Position: Q3 2026 in Review

Eagle Strategies increased its Chevron (CVX) stake by 3.9% in Q3 2026, buying an estimated $28.4K and bringing the position to 3,812 shares worth $779K. The position accounts for 0.08% of the portfolio, ranked #165.

Eagle Strategies first reported a position in CVX in Q4 2022 and has held it in 16 quarters since. The position peaked at $986K in Q1 2024. 3,380 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Eagle Strategies held 3,812 shares of Chevron worth $779K as of Q3 2026.
  • Eagle Strategies bought 144 Chevron shares in Q3 2026, an estimated $28.4K.
  • Chevron made up 0.08% of Eagle Strategies's portfolio in Q3 2026, its #165 holding.
  • Eagle Strategies first reported a position in Chevron in Q4 2022 and has held it in 16 quarters since.
  • Eagle Strategies's Chevron position peaked at $986K in Q1 2024.
  • 3,380 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.