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Floyd Financial Group’s Chevron CVX Stock Holding History

Floyd 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 		$735K Buy
3,374
+10
+0.3% +$1.97K 0.46% 45
2026
Q2 		$611K Sell
3,364
-237
-7% -$44.1K 0.4% 50
2026
Q1 		$666K Buy
3,601
+26
+0.7% +$4.74K 0.44% 49
2025
Q4 		$658K Buy
3,575
+172
+5% +$26.2K 0.44% 51
2025
Q3 		$517K Buy
3,403
+113
+3% +$17.5K 0.38% 45
2025
Q2 		$488K Buy
3,290
+57
+2% +$8.04K 0.45% 35
2025
Q1 		$541K Buy
3,233
+133
+4% +$20.8K 0.49% 44
2024
Q4 		$475K Buy
+3,100
New +$475K 0.39% 49

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

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

Floyd Financial Group increased its Chevron (CVX) stake by 0.3% in Q3 2026, buying an estimated $1.97K and bringing the position to 3,374 shares worth $735K. The position accounts for 0.46% of the portfolio, ranked #45.

Floyd Financial Group first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. 2,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Floyd Financial Group held 3,374 shares of Chevron worth $735K as of Q3 2026.
  • Floyd Financial Group bought 10 Chevron shares in Q3 2026, an estimated $1.97K.
  • Chevron made up 0.46% of Floyd Financial Group's portfolio in Q3 2026, its #45 holding.
  • Floyd Financial Group first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • 2,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Floyd Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.