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Team Financial Group’s Chevron CVX Stock Holding History

Team Financial Group’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 		$52.8K Buy
+259
New +$51K 0.02% 122
2026
Q2 		– Sell
-255
Closed -$52.8K – 94
2026
Q1 		$52.8K Buy
255
+2
+0.8% +$365 0.02% 108
2025
Q4 		$38.6K Buy
253
+2
+0.8% +$305 0.02% 114
2025
Q3 		$39K Buy
251
+2
+0.8% +$310 0.02% 110
2025
Q2 		$35.7K Buy
+249
New +$35.1K 0.02% 106
2024
Q1 		– Sell
-100
Closed -$15K – 64
2023
Q4 		$15K Buy
100
+1
+1% +$151 0.01% 99
2023
Q3 		$16.8K Buy
+99
New +$16K 0.01% 97

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

Team Financial Group's CVX Position: Q3 2026 in Review

Team Financial Group opened a new position in Chevron (CVX) in Q3 2026: 259 shares worth $52.8K. The stake represents 0.02% of the portfolio and ranks #122 among its holdings. This is a return to the name: Team Financial Group previously reported a position in CVX as recently as Q1 2026.

Team Financial Group first reported a position in CVX in Q3 2023 and has held it in 7 quarters since. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Team Financial Group held 259 shares of Chevron worth $52.8K as of Q3 2026.
  • Chevron was a new Team Financial Group position in Q3 2026.
  • Chevron made up 0.02% of Team Financial Group's portfolio in Q3 2026, its #122 holding.
  • Team Financial Group first reported a position in Chevron in Q3 2023 and has held it in 7 quarters since.
  • 2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

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