One Degree Advisors’s Chevron CVX Stock Holding History

One Degree Advisors’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	$283K	Sell	1,364 -397	-23%	-$78.2K	0.06%	69
2026 Q2	$291K	Buy	1,761 +243	+16%	+$45.2K	0.07%	65
2026 Q1	$314K	Buy	1,518 +2	+0.1%	+$365	0.08%	57
2025 Q4	$231K	Sell	1,516 -179	-11%	-$27.3K	0.06%	65
2025 Q3	$263K	Sell	1,695 -224	-12%	-$34.7K	0.08%	58
2025 Q2	$274K	Buy	1,919 +30	+2%	+$4.23K	0.1%	61
2025 Q1	$316K	Sell	1,889 -1,305	-41%	-$204K	0.13%	51
2024 Q4	$502K	Hold	3,194	–	–	0.2%	41
2024 Q3	$464K	Hold	3,194	–	–	0.2%	39
2024 Q2	$499K	Hold	3,194	–	–	0.24%	40
2024 Q1	$504K	Hold	3,194	–	–	0.25%	37
2023 Q4	$487K	Buy	+3,194	New	+$483K	0.25%	40

Other funds holding CVX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

One Degree Advisors's CVX Position: Q3 2026 in Review

One Degree Advisors reduced its Chevron (CVX) stake by 23% in Q3 2026, selling an estimated $78.2K and leaving 1,364 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #69.

One Degree Advisors first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $504K in Q1 2024. 3,324 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

One Degree Advisors held 1,364 shares of Chevron worth $283K as of Q3 2026.
One Degree Advisors sold 397 Chevron shares in Q3 2026, an estimated $78.2K.
Chevron made up 0.06% of One Degree Advisors's portfolio in Q3 2026, its #69 holding.
One Degree Advisors first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
One Degree Advisors's Chevron position peaked at $504K in Q1 2024.
3,324 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on One Degree Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.