Rockingstone Advisors
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Rockingstone Advisors’s Chevron CVX Stock Holding History

Rockingstone 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 		$2.76M Buy
+13,507
New +$2.66M 1.11% 35
2023
Q4 		– Sell
-1,224
Closed -$206K – 110
2023
Q3 		$206K Buy
+1,224
New +$198K 0.11% 111

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Rockingstone Advisors's CVX Position: Q3 2026 in Review

Rockingstone Advisors opened a new position in Chevron (CVX) in Q3 2026: 13,507 shares worth $2.76M. The stake represents 1.11% of the portfolio and ranks #35 among its holdings. This is a return to the name: Rockingstone Advisors previously reported a position in CVX as recently as Q3 2023.

Rockingstone Advisors first reported a position in CVX in Q3 2023 and has held it in 2 quarters since. 2,242 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Rockingstone Advisors held 13,507 shares of Chevron worth $2.76M as of Q3 2026.
  • Chevron was a new Rockingstone Advisors position in Q3 2026.
  • Chevron made up 1.11% of Rockingstone Advisors's portfolio in Q3 2026, its #35 holding.
  • Rockingstone Advisors first reported a position in Chevron in Q3 2023 and has held it in 2 quarters since.
  • 2,242 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.