Sierra Ocean
CVX icon

Sierra Ocean’s Chevron CVX Stock Holding History

Sierra Ocean’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 		$232K Buy
+1,134
New +$223K 0.14% 62
2025
Q3 		– Sell
-322
Closed -$46.1K – 268
2025
Q2 		$46.1K Sell
322
-560
-63% -$78.9K 0.03% 197
2025
Q1 		$148K Buy
882
+118
+15% +$18.5K 0.12% 78
2024
Q4 		$111K Buy
+764
New +$117K 0.09% 95

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Sierra Ocean's CVX Position: Q3 2026 in Review

Sierra Ocean opened a new position in Chevron (CVX) in Q3 2026: 1,134 shares worth $232K. The stake represents 0.14% of the portfolio and ranks #62 among its holdings. This is a return to the name: Sierra Ocean previously reported a position in CVX as recently as Q2 2025.

Sierra Ocean first reported a position in CVX in Q4 2024 and has held it in 4 quarters since. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Sierra Ocean held 1,134 shares of Chevron worth $232K as of Q3 2026.
  • Chevron was a new Sierra Ocean position in Q3 2026.
  • Chevron made up 0.14% of Sierra Ocean's portfolio in Q3 2026, its #62 holding.
  • Sierra Ocean first reported a position in Chevron in Q4 2024 and has held it in 4 quarters since.
  • 2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Sierra Ocean's 13F filing for Q3 2026, filed 3 Nov 2026.