Teamwork Financial Advisors
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Teamwork Financial Advisors’s Chevron CVX Stock Holding History

Teamwork Financial Advisors’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 		$1.03M Sell
5,031
-1,911
-28% -$376K 0.11% 84
2026
Q2 		$1.15M Sell
6,942
-57,040
-89% -$10.6M 0.1% 101
2026
Q1 		$13.2M Buy
63,982
+58,447
+1,056% +$10.7M 1.4% 23
2025
Q4 		$844K Buy
5,535
+2,293
+71% +$349K 0.09% 112
2025
Q3 		$503K Buy
3,242
+32
+1% +$4.96K 0.05% 135
2025
Q2 		$460K Buy
3,210
+220
+7% +$31K 0.05% 138
2025
Q1 		$500K Sell
2,990
-64
-2% -$10K 0.07% 117
2024
Q4 		$442K Sell
3,054
-210
-6% -$32.1K 0.06% 115
2024
Q3 		$481K Sell
3,264
-510
-14% -$75.9K 0.07% 106
2024
Q2 		$590K Sell
3,774
-6,567
-64% -$1.05M 0.09% 84
2024
Q1 		$1.63M Sell
10,341
-1,684
-14% -$254K 0.25% 58
2023
Q4 		$1.79M Sell
12,025
-1,477
-11% -$223K 0.31% 44
2023
Q3 		$2.28M Sell
13,502
-472
-3% -$76.2K 0.37% 46
2023
Q2 		$2.2M Sell
13,974
-3,439
-20% -$551K 0.36% 49
2023
Q1 		$2.84M Sell
17,413
-20,978
-55% -$3.52M 0.53% 39
2022
Q4 		$6.89M Buy
38,391
+14,014
+57% +$2.45M 1.39% 14
2022
Q3 		$3.5M Sell
24,377
-24,480
-50% -$3.73M 0.76% 26
2022
Q2 		$7.07M Buy
48,857
+8,223
+20% +$1.36M 1.54% 9
2022
Q1 		$6.62M Buy
40,634
+34,733
+589% +$4.98M 1.23% 10
2021
Q4 		$692K Buy
5,901
+1,238
+27% +$141K 0.13% 155
2021
Q3 		$473K Sell
4,663
-103
-2% -$10.3K 0.09% 167
2021
Q2 		$499K Buy
+4,766
New +$503K 0.1% 151

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Teamwork Financial Advisors's CVX Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its Chevron (CVX) stake by 28% in Q3 2026, selling an estimated $376K and leaving 5,031 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #84.

Teamwork Financial Advisors first reported a position in CVX in Q2 2021 and has held it in 22 quarters since. The position peaked at $13.2M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Teamwork Financial Advisors held 5,031 shares of Chevron worth $1.03M as of Q3 2026.
  • Teamwork Financial Advisors sold 1,911 Chevron shares in Q3 2026, an estimated $376K.
  • Chevron made up 0.11% of Teamwork Financial Advisors's portfolio in Q3 2026, its #84 holding.
  • Teamwork Financial Advisors first reported a position in Chevron in Q2 2021 and has held it in 22 quarters since.
  • Teamwork Financial Advisors's Chevron position peaked at $13.2M in Q1 2026.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.