Rossby Financial
CVX icon

Rossby Financial’s Chevron CVX Stock Holding History

Rossby 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 		$1.32M Sell
6,444
-83
-1% -$16.3K 0.2% 94
2026
Q2 		$1.08M Buy
6,527
+375
+6% +$69.8K 0.2% 100
2026
Q1 		$1.21M Buy
6,152
+1,216
+25% +$222K 0.25% 81
2025
Q4 		$752K Buy
4,936
+1,659
+51% +$253K 0.23% 80
2025
Q3 		$507K Sell
3,277
-1,882
-36% -$291K 0.17% 118
2025
Q2 		$739K Buy
5,159
+165
+3% +$23.3K 0.27% 68
2025
Q1 		$693K Buy
4,994
+1,701
+52% +$266K 0.29% 67
2024
Q4 		$477K Buy
+3,293
New +$504K 0.3% 85

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Rossby Financial's CVX Position: Q3 2026 in Review

Rossby Financial reduced its Chevron (CVX) stake by 1.3% in Q3 2026, selling an estimated $16.3K and leaving 6,444 shares worth $1.32M. The position accounts for 0.2% of the portfolio, ranked #94.

Rossby Financial first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. 3,437 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Rossby Financial held 6,444 shares of Chevron worth $1.32M as of Q3 2026.
  • Rossby Financial sold 83 Chevron shares in Q3 2026, an estimated $16.3K.
  • Chevron made up 0.2% of Rossby Financial's portfolio in Q3 2026, its #94 holding.
  • Rossby Financial first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
  • 3,437 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.