Holcombe Financial
CVX icon

Holcombe Financial’s Chevron CVX Stock Holding History

Holcombe Financial’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 		$708K Hold
3,468
– – 0.39% 28
2026
Q2 		$575K Hold
3,468
– – 0.32% 30
2026
Q1 		$718K Hold
3,468
– – 0.42% 28
2025
Q4 		$529K Hold
3,468
– – 0.33% 32
2025
Q3 		$539K Hold
3,468
– – 0.38% 25
2025
Q2 		$497K Hold
3,468
– – 0.37% 23
2025
Q1 		$580K Hold
3,468
– – 0.48% 21
2024
Q4 		$502K Buy
+3,468
New +$531K 0.41% 19

Other funds holding CVX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Holcombe Financial's CVX Position: Q3 2026 in Review

Holcombe Financial held its Chevron (CVX) position steady in Q3 2026 at 3,468 shares worth $708K. The position accounts for 0.39% of the portfolio, ranked #28.

Holcombe Financial first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $718K in Q1 2026. 2,571 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Holcombe Financial held 3,468 shares of Chevron worth $708K as of Q3 2026.
  • Holcombe Financial left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.39% of Holcombe Financial's portfolio in Q3 2026, its #28 holding.
  • Holcombe Financial first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • Holcombe Financial's Chevron position peaked at $718K in Q1 2026.
  • 2,571 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.