Financial Management Network
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Financial Management Network’s Chevron CVX Stock Holding History

Financial Management Network’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 		$2.29M Sell
11,070
-19
-0.2% -$3.74K 0.33% 56
2026
Q2 		$2.08M Sell
11,089
-1,497
-12% -$279K 0.3% 63
2026
Q1 		$2.4M Buy
12,586
+248
+2% +$45.2K 0.37% 54
2025
Q4 		$1.92M Buy
12,338
+192
+2% +$29.2K 0.3% 57
2025
Q3 		$1.87M Sell
12,146
-102
-0.8% -$15.8K 0.31% 61
2025
Q2 		$1.82M Buy
12,248
+119
+1% +$16.8K 0.33% 61
2025
Q1 		$1.7M Sell
12,129
-76
-0.6% -$11.9K 0.38% 55
2024
Q4 		$1.8M Sell
12,205
-20
-0.2% -$3.06K 0.38% 52
2024
Q3 		$1.84M Sell
12,225
-9
-0.1% -$1.34K 0.39% 55
2024
Q2 		$1.89M Sell
12,234
-53
-0.4% -$8.45K 0.45% 48
2024
Q1 		$1.97M Sell
12,287
-1,648
-12% -$249K 0.5% 43
2023
Q4 		$2.1M Buy
13,935
+4,608
+49% +$697K 0.61% 37
2023
Q3 		$1.52M Buy
9,327
+2,424
+35% +$392K 0.5% 39
2023
Q2 		$1.09M Buy
6,903
+232
+3% +$37.2K 0.38% 49
2023
Q1 		$1.13M Buy
6,671
+227
+4% +$38.1K 0.45% 42
2022
Q4 		$1.11M Sell
6,444
-248
-4% -$43.3K 0.49% 42
2022
Q3 		$1.06M Buy
6,692
+32
+0.5% +$4.88K 0.52% 38
2022
Q2 		$976K Sell
6,660
-221
-3% -$36.5K 0.52% 45
2022
Q1 		$1.13M Buy
6,881
+511
+8% +$73.3K 0.57% 38
2021
Q4 		$774K Buy
6,370
+333
+6% +$37.8K 0.35% 57
2021
Q3 		$632K Sell
6,037
-315
-5% -$31.4K 0.32% 64
2021
Q2 		$674K Buy
6,352
+70
+1% +$7.39K 0.34% 62
2021
Q1 		$663K Buy
6,282
+543
+9% +$53K 0.34% 61
2020
Q4 		$547K Buy
+5,739
New +$465K 0.34% 63

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Financial Management Network's CVX Position: Q3 2026 in Review

Financial Management Network reduced its Chevron (CVX) stake by 0.17% in Q3 2026, selling an estimated $3.74K and leaving 11,070 shares worth $2.29M. The position accounts for 0.33% of the portfolio, ranked #56.

Financial Management Network first reported a position in CVX in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.4M in Q1 2026. 1,199 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Financial Management Network held 11,070 shares of Chevron worth $2.29M as of Q3 2026.
  • Financial Management Network sold 19 Chevron shares in Q3 2026, an estimated $3.74K.
  • Chevron made up 0.33% of Financial Management Network's portfolio in Q3 2026, its #56 holding.
  • Financial Management Network first reported a position in Chevron in Q4 2020 and has held it in 24 quarters since.
  • Financial Management Network's Chevron position peaked at $2.4M in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.