J. Team Financial
CVX icon

J. Team Financial’s Chevron CVX Stock Holding History

J. Team 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 		$1.05M Buy
5,135
+898
+21% +$177K 0.91% 28
2026
Q2 		$702K Buy
4,237
+313
+8% +$58.3K 0.68% 32
2026
Q1 		$812K Sell
3,924
-2,153
-35% -$393K 0.91% 33
2025
Q4 		$926K Buy
6,077
+2,049
+51% +$312K 0.93% 29
2025
Q3 		$626K Buy
+4,028
New +$624K 0.63% 33

Other funds holding CVX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

J. Team Financial's CVX Position: Q3 2026 in Review

J. Team Financial increased its Chevron (CVX) stake by 21% in Q3 2026, buying an estimated $177K and bringing the position to 5,135 shares worth $1.05M. The position accounts for 0.91% of the portfolio, ranked #28.

J. Team Financial first reported a position in CVX in Q3 2025 and has held it in 5 quarters since. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • J. Team Financial held 5,135 shares of Chevron worth $1.05M as of Q3 2026.
  • J. Team Financial bought 898 Chevron shares in Q3 2026, an estimated $177K.
  • Chevron made up 0.91% of J. Team Financial's portfolio in Q3 2026, its #28 holding.
  • J. Team Financial first reported a position in Chevron in Q3 2025 and has held it in 5 quarters since.
  • 3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.