Penney Financial’s Chevron CVX Stock Holding History

Penney 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	$889K	Buy	4,353 +4	+0.1%	+$788	0.26%	24
2026 Q2	$721K	Hold	4,349	–	–	0.25%	32
2026 Q1	$900K	Sell	4,349 -1,159	-21%	-$211K	0.35%	24
2025 Q4	$839K	Hold	5,508	–	–	0.32%	27
2025 Q3	$855K	Buy	5,508 +173	+3%	+$26.8K	0.38%	26
2025 Q2	$764K	Hold	5,335	–	–	0.39%	23
2025 Q1	$892K	Sell	5,335 -240	-4%	-$37.6K	0.59%	16
2024 Q4	$807K	Hold	5,575	–	–	0.54%	16
2024 Q3	$821K	Buy	5,575 +18	+0.3%	+$2.68K	0.56%	16
2024 Q2	$869K	Hold	5,557	–	–	0.64%	16
2024 Q1	$877K	Sell	5,557 -441	-7%	-$66.5K	0.65%	15
2023 Q4	$895K	Buy	+5,998	New	+$907K	0.74%	16

Other funds holding CVX

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Penney Financial's CVX Position: Q3 2026 in Review

Penney Financial increased its Chevron (CVX) stake by 0.09% in Q3 2026, buying an estimated $788 and bringing the position to 4,353 shares worth $889K. The position accounts for 0.26% of the portfolio, ranked #24.

Penney Financial first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $900K in Q1 2026. 2,158 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Penney Financial held 4,353 shares of Chevron worth $889K as of Q3 2026.
Penney Financial bought 4 Chevron shares in Q3 2026, an estimated $788.
Chevron made up 0.26% of Penney Financial's portfolio in Q3 2026, its #24 holding.
Penney Financial first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
Penney Financial's Chevron position peaked at $900K in Q1 2026.
2,158 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.