Fischer Financial Services
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Fischer Financial Services’s Chevron CVX Stock Holding History

Fischer Financial Services’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 		$234K Sell
1,145
-100
-8% -$19.7K 0.06% 60
2026
Q2 		$206K Sell
1,245
-6
-0.5% -$1.12K 0.05% 65
2026
Q1 		$259K Buy
+1,251
New +$228K 0.09% 54
2025
Q4 		– Sell
-2,358
Closed -$366K – 64
2025
Q3 		$366K Sell
2,358
-4,001
-63% -$620K 0.1% 60
2025
Q2 		$910K Sell
6,359
-977
-13% -$138K 0.27% 48
2025
Q1 		$1.23M Sell
7,336
-1,914
-21% -$300K 0.4% 42
2024
Q4 		$1.34M Buy
+9,250
New +$1.42M 0.42% 43

Other funds holding CVX

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
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
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

Fischer Financial Services's CVX Position: Q3 2026 in Review

Fischer Financial Services reduced its Chevron (CVX) stake by 8% in Q3 2026, selling an estimated $19.7K and leaving 1,145 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #60.

Fischer Financial Services first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2024. 2,290 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Fischer Financial Services held 1,145 shares of Chevron worth $234K as of Q3 2026.
  • Fischer Financial Services sold 100 Chevron shares in Q3 2026, an estimated $19.7K.
  • Chevron made up 0.06% of Fischer Financial Services's portfolio in Q3 2026, its #60 holding.
  • Fischer Financial Services first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Fischer Financial Services's Chevron position peaked at $1.34M in Q4 2024.
  • 2,290 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.