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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Team Financial Group's CVX Position: Q2 2026 in Review

Team Financial Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 255 shares — an estimated $52.8K sold.

Team Financial Group first reported a position in CVX in Q3 2023 and held it in 6 quarters. The position peaked at $52.8K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Team Financial Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 255 Chevron shares in Q2 2026, an estimated $52.8K.
  • Team Financial Group first reported a position in Chevron in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Chevron position peaked at $52.8K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.