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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TFC Financial Management's CVX Position: Q2 2026 in Review

TFC Financial Management increased its Chevron (CVX) stake by 7% in Q2 2026, buying an estimated $32.6K and bringing the position to 2,691 shares worth $446K. The position accounts for 0.05% of the portfolio, ranked #94.

TFC Financial Management first reported a position in CVX in Q3 2020 and has held it in 24 quarters since. The position peaked at $521K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • TFC Financial Management held 2,691 shares of Chevron worth $446K as of Q2 2026.
  • TFC Financial Management bought 175 Chevron shares in Q2 2026, an estimated $32.6K.
  • Chevron made up 0.05% of TFC Financial Management's portfolio in Q2 2026, its #94 holding.
  • TFC Financial Management first reported a position in Chevron in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Chevron position peaked at $521K in Q1 2026.
  • 2,061 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.