TABR Capital Management
CVX icon

TABR Capital Management’s Chevron CVX Stock Holding History

TABR Capital Management’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 		$287K Buy
1,406
+11
+0.8% +$2.17K 0.21% 53
2026
Q2 		$231K Buy
1,395
+13
+0.9% +$2.42K 0.2% 52
2026
Q1 		$286K Buy
1,382
+13
+0.9% +$2.37K 0.26% 39
2025
Q4 		$209K Buy
1,369
+1
+0.1% +$152 0.14% 51
2025
Q3 		$214K Buy
+1,368
New +$212K 0.15% 50
2025
Q2 		– Sell
-1,337
Closed -$224K – 43
2025
Q1 		$224K Buy
+1,337
New +$209K 0.23% 28

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

TABR Capital Management's CVX Position: Q3 2026 in Review

TABR Capital Management increased its Chevron (CVX) stake by 0.79% in Q3 2026, buying an estimated $2.17K and bringing the position to 1,406 shares worth $287K. The position accounts for 0.21% of the portfolio, ranked #53.

TABR Capital Management first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. 3,437 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • TABR Capital Management held 1,406 shares of Chevron worth $287K as of Q3 2026.
  • TABR Capital Management bought 11 Chevron shares in Q3 2026, an estimated $2.17K.
  • Chevron made up 0.21% of TABR Capital Management's portfolio in Q3 2026, its #53 holding.
  • TABR Capital Management first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • 3,437 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on TABR Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.