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O'Donnell Financial Services’s Chevron CVX Stock Holding History

O'Donnell 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 		$1.06M Buy
5,180
+354
+7% +$69.7K 0.3% 35
2026
Q2 		$800K Buy
4,826
+639
+15% +$119K 0.24% 40
2026
Q1 		$866K Buy
4,187
+428
+11% +$78K 0.3% 36
2025
Q4 		$573K Hold
3,759
– – 0.2% 38
2025
Q3 		$584K Buy
3,759
+72
+2% +$11.2K 0.21% 37
2025
Q2 		$528K Hold
3,687
– – 0.2% 33
2025
Q1 		$617K Buy
3,687
+15
+0.4% +$2.35K 0.25% 34
2024
Q4 		$546K Hold
3,672
– – 0.23% 28
2024
Q3 		$541K Hold
3,672
– – 0.22% 31
2024
Q2 		$574K Buy
3,672
+195
+6% +$31.1K 0.26% 27
2024
Q1 		$548K Buy
3,477
+5
+0.1% +$755 0.25% 28
2023
Q4 		$518K Hold
3,472
– – 0.26% 26
2023
Q3 		$585K Hold
3,472
– – 0.33% 17
2023
Q2 		$546K Sell
3,472
-78
-2% -$12.5K 0.33% 12
2023
Q1 		$579K Buy
3,550
+78
+2% +$13.1K 1.03% 7
2022
Q4 		$623K Sell
3,472
-1,760
-34% -$307K 5.72% 5
2022
Q3 		$752K Hold
5,232
– – 2.62% 6
2022
Q2 		$757K Hold
5,232
– – 0.62% 14
2022
Q1 		$852K Sell
5,232
-231
-4% -$33.1K 0.39% 19
2021
Q4 		$713K Buy
5,463
+1,753
+47% +$199K 0.33% 21
2021
Q3 		$376K Buy
+3,710
New +$370K 0.18% 34

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

O'Donnell Financial Services's CVX Position: Q3 2026 in Review

O'Donnell Financial Services increased its Chevron (CVX) stake by 7.3% in Q3 2026, buying an estimated $69.7K and bringing the position to 5,180 shares worth $1.06M. The position accounts for 0.3% of the portfolio, ranked #35.

O'Donnell Financial Services first reported a position in CVX in Q3 2021 and has held it in 21 quarters since. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • O'Donnell Financial Services held 5,180 shares of Chevron worth $1.06M as of Q3 2026.
  • O'Donnell Financial Services bought 354 Chevron shares in Q3 2026, an estimated $69.7K.
  • Chevron made up 0.3% of O'Donnell Financial Services's portfolio in Q3 2026, its #35 holding.
  • O'Donnell Financial Services first reported a position in Chevron in Q3 2021 and has held it in 21 quarters since.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on O'Donnell Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.