Patrick M. Sweeney & Associates’s Chevron CVX Stock Holding History

Patrick M. Sweeney & Associates’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	$815K	Buy	3,993 +51	+1%	+$10K	0.46%	56
2026 Q2	$653K	Sell	3,942 -48	-1%	-$8.93K	0.38%	68
2026 Q1	$826K	Buy	3,990 +1	+0%	+$182	0.53%	46
2025 Q4	$608K	Buy	3,989 +247	+7%	+$37.6K	0.38%	68
2025 Q3	$581K	Buy	3,742 +107	+3%	+$16.6K	0.38%	66
2025 Q2	$539K	Buy	3,635 +135	+4%	+$19K	0.37%	68
2025 Q1	$585K	Buy	3,500 +72	+2%	+$11.3K	0.44%	61
2024 Q4	$497K	Buy	3,428 +2	+0.1%	+$306	0.37%	70
2024 Q3	$505K	Buy	3,426 +366	+12%	+$54.5K	0.37%	72
2024 Q2	$479K	Buy	3,060 +290	+10%	+$46.2K	0.39%	68
2024 Q1	$437K	Buy	2,770 +152	+6%	+$22.9K	0.36%	73
2023 Q4	$391K	Buy	+2,618	New	+$396K	0.36%	72

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Patrick M. Sweeney & Associates's CVX Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Chevron (CVX) stake by 1.3% in Q3 2026, buying an estimated $10K and bringing the position to 3,993 shares worth $815K. The position accounts for 0.46% of the portfolio, ranked #56.

Patrick M. Sweeney & Associates first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $826K in Q1 2026. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Patrick M. Sweeney & Associates held 3,993 shares of Chevron worth $815K as of Q3 2026.
Patrick M. Sweeney & Associates bought 51 Chevron shares in Q3 2026, an estimated $10K.
Chevron made up 0.46% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #56 holding.
Patrick M. Sweeney & Associates first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Chevron position peaked at $826K in Q1 2026.
2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.