TFC Financial Management
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TFC Financial Management’s Chevron CVX Stock Holding History

TFC Financial 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 		$550K Hold
2,691
– – 0.06% 72
2026
Q2 		$446K Buy
2,691
+175
+7% +$32.6K 0.05% 94
2026
Q1 		$521K Hold
2,516
– – 0.06% 78
2025
Q4 		$384K Buy
2,516
+9
+0.4% +$1.37K 0.05% 89
2025
Q3 		$389K Buy
2,507
+54
+2% +$8.36K 0.05% 87
2025
Q2 		$351K Sell
2,453
-49
-2% -$6.91K 0.05% 90
2025
Q1 		$419K Buy
2,502
+25
+1% +$3.91K 0.06% 77
2024
Q4 		$359K Buy
2,477
+1,345
+119% +$206K 0.06% 87
2024
Q3 		$167K Buy
1,132
+35
+3% +$5.21K 0.03% 139
2024
Q2 		$172K Sell
1,097
-112
-9% -$17.9K 0.03% 131
2024
Q1 		$191K Sell
1,209
-669
-36% -$101K 0.03% 121
2023
Q4 		$280K Buy
1,878
+27
+1% +$4.08K 0.06% 91
2023
Q3 		$312K Buy
1,851
+446
+32% +$72K 0.07% 77
2023
Q2 		$221K Buy
1,405
+594
+73% +$95.2K 0.05% 99
2023
Q1 		$132K Buy
811
+22
+3% +$3.69K 0.03% 141
2022
Q4 		$142K Buy
789
+3
+0.4% +$524 0.04% 123
2022
Q3 		$113K Buy
786
+5
+0.6% +$763 0.04% 131
2022
Q2 		$113K Buy
781
+4
+0.5% +$661 0.03% 138
2022
Q1 		$127K Buy
777
+4
+0.5% +$574 0.04% 139
2021
Q4 		$91K Sell
773
-196
-20% -$22.3K 0.03% 171
2021
Q3 		$98K Buy
969
+6
+0.6% +$598 0.03% 160
2021
Q2 		$101K Buy
963
+5
+0.5% +$528 0.03% 155
2021
Q1 		$100K Sell
958
-495
-34% -$48.3K 0.04% 145
2020
Q4 		$123K Buy
1,453
+5
+0.3% +$405 0.05% 122
2020
Q3 		$104K Buy
+1,448
New +$122K 0.05% 116

Other funds holding CVX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

TFC Financial Management's CVX Position: Q3 2026 in Review

TFC Financial Management held its Chevron (CVX) position steady in Q3 2026 at 2,691 shares worth $550K. The position accounts for 0.06% of the portfolio, ranked #72.

TFC Financial Management first reported a position in CVX in Q3 2020 and has held it in 25 quarters since. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • TFC Financial Management held 2,691 shares of Chevron worth $550K as of Q3 2026.
  • TFC Financial Management left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.06% of TFC Financial Management's portfolio in Q3 2026, its #72 holding.
  • TFC Financial Management first reported a position in Chevron in Q3 2020 and has held it in 25 quarters since.
  • 3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.