Root Financial Partners
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Root Financial Partners’s Chevron CVX Stock Holding History

Root Financial Partners’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 		$2.07M Buy
10,136
+836
+9% +$165K 0.07% 80
2026
Q2 		$1.54M Buy
9,300
+2,043
+28% +$380K 0.06% 92
2026
Q1 		$1.5M Sell
7,257
-297
-4% -$54.2K 0.07% 78
2025
Q4 		$1.15M Sell
7,554
-1,147
-13% -$175K 0.06% 85
2025
Q3 		$1.35M Buy
8,701
+1,053
+14% +$163K 0.08% 72
2025
Q2 		$1.1M Buy
7,648
+1,080
+16% +$152K 0.11% 69
2025
Q1 		$1.1M Buy
6,568
+188
+3% +$29.4K 0.12% 64
2024
Q4 		$924K Buy
6,380
+2,216
+53% +$339K 0.11% 64
2024
Q3 		$613K Buy
4,164
+36
+0.9% +$5.36K 0.1% 78
2024
Q2 		$646K Sell
4,128
-89
-2% -$14.2K 0.15% 55
2024
Q1 		$665K Buy
4,217
+444
+12% +$67K 0.2% 46
2023
Q4 		$563K Buy
3,773
+97
+3% +$14.7K 0.21% 48
2023
Q3 		$620K Buy
3,676
+2
+0.1% +$323 0.33% 33
2023
Q2 		$578K Sell
3,674
-158
-4% -$25.3K 0.34% 36
2023
Q1 		$625K Buy
+3,832
New +$642K 0.45% 34

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Root Financial Partners's CVX Position: Q3 2026 in Review

Root Financial Partners increased its Chevron (CVX) stake by 9% in Q3 2026, buying an estimated $165K and bringing the position to 10,136 shares worth $2.07M. The position accounts for 0.07% of the portfolio, ranked #80.

Root Financial Partners first reported a position in CVX in Q1 2023 and has held it in 15 quarters since. 1,922 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Root Financial Partners held 10,136 shares of Chevron worth $2.07M as of Q3 2026.
  • Root Financial Partners bought 836 Chevron shares in Q3 2026, an estimated $165K.
  • Chevron made up 0.07% of Root Financial Partners's portfolio in Q3 2026, its #80 holding.
  • Root Financial Partners first reported a position in Chevron in Q1 2023 and has held it in 15 quarters since.
  • 1,922 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.