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FAI Advisors’s Chevron CVX Stock Holding History

FAI Advisors’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 		$248K Buy
+1,216
New +$239K 0.1% 152
2026
Q2 		– Sell
-1,177
Closed -$244K – 185
2026
Q1 		$244K Buy
+1,177
New +$215K 0.11% 140
2025
Q4 		– Sell
-1,292
Closed -$201K – 167
2025
Q3 		$201K Buy
+1,292
New +$200K 0.09% 165
2025
Q2 		– Sell
-1,280
Closed -$214K – 162
2025
Q1 		$214K Sell
1,280
-114
-8% -$17.8K 0.11% 143
2024
Q4 		$202K Buy
+1,394
New +$213K 0.09% 166

Other funds holding CVX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 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 $57.1B AUM 43.46% 1-Year Est. Return

FAI Advisors's CVX Position: Q3 2026 in Review

FAI Advisors opened a new position in Chevron (CVX) in Q3 2026: 1,216 shares worth $248K. The stake represents 0.1% of the portfolio and ranks #152 among its holdings. This is a return to the name: FAI Advisors previously reported a position in CVX as recently as Q1 2026.

FAI Advisors first reported a position in CVX in Q4 2024 and has held it in 5 quarters since. 2,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • FAI Advisors held 1,216 shares of Chevron worth $248K as of Q3 2026.
  • Chevron was a new FAI Advisors position in Q3 2026.
  • Chevron made up 0.1% of FAI Advisors's portfolio in Q3 2026, its #152 holding.
  • FAI Advisors first reported a position in Chevron in Q4 2024 and has held it in 5 quarters since.
  • 2,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.