Stiles Financial Services
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Stiles Financial Services’s Chevron CVX Stock Holding History

Stiles Financial Services’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 		$868K Sell
4,250
-52
-1% -$10.2K 0.22% 97
2026
Q2 		$713K Sell
4,302
-98
-2% -$18.2K 0.18% 102
2026
Q1 		$910K Buy
4,400
+119
+3% +$21.7K 0.28% 87
2025
Q4 		$652K Sell
4,281
-115
-3% -$17.5K 0.2% 106
2025
Q3 		$683K Sell
4,396
-63
-1% -$9.8K 0.22% 103
2025
Q2 		$639K Buy
4,459
+147
+3% +$20.7K 0.22% 102
2025
Q1 		$722K Sell
4,312
-189
-4% -$29.6K 0.28% 90
2024
Q4 		$652K Buy
4,501
+155
+4% +$23.7K 0.24% 98
2024
Q3 		$640K Sell
4,346
-46
-1% -$6.85K 0.23% 95
2024
Q2 		$687K Sell
4,392
-178
-4% -$28.4K 0.26% 86
2024
Q1 		$721K Buy
4,570
+212
+5% +$32K 0.29% 84
2023
Q4 		$650K Buy
4,358
+7
+0.2% +$1.06K 0.3% 91
2023
Q3 		$734K Buy
4,351
+44
+1% +$7.11K 0.38% 79
2023
Q2 		$678K Buy
4,307
+56
+1% +$8.98K 0.34% 84
2023
Q1 		$694K Sell
4,251
-352
-8% -$59K 0.37% 80
2022
Q4 		$826K Sell
4,603
-179
-4% -$31.2K 0.47% 63
2022
Q3 		$687K Sell
4,782
-725
-13% -$111K 0.42% 69
2022
Q2 		$797K Sell
5,507
-162
-3% -$26.8K 0.48% 64
2022
Q1 		$916K Buy
5,669
+5
+0.1% +$717 0.46% 63
2021
Q4 		$665K Buy
+5,664
New +$643K 0.32% 88

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

Stiles Financial Services's CVX Position: Q3 2026 in Review

Stiles Financial Services reduced its Chevron (CVX) stake by 1.2% in Q3 2026, selling an estimated $10.2K and leaving 4,250 shares worth $868K. The position accounts for 0.22% of the portfolio, ranked #97.

Stiles Financial Services first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $916K in Q1 2022. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Stiles Financial Services held 4,250 shares of Chevron worth $868K as of Q3 2026.
  • Stiles Financial Services sold 52 Chevron shares in Q3 2026, an estimated $10.2K.
  • Chevron made up 0.22% of Stiles Financial Services's portfolio in Q3 2026, its #97 holding.
  • Stiles Financial Services first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Chevron position peaked at $916K in Q1 2022.
  • 1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.