Theory Financial’s Chevron CVX Stock Holding History

Theory Financial’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	$373K	Hold	1,828	–	–	0.12%	82
2026 Q2	$303K	Hold	1,828	–	–	0.1%	88
2026 Q1	$378K	Sell	1,828 -575	-24%	-$105K	0.13%	78
2025 Q4	$403K	Sell	2,403 -82	-3%	-$12.5K	0.14%	78
2025 Q3	$384K	Hold	2,485	–	–	0.14%	71
2025 Q2	$377K	Buy	2,485 +20	+0.8%	+$2.82K	0.14%	69
2025 Q1	$412K	Buy	2,465 +388	+19%	+$60.7K	0.17%	61
2024 Q4	$301K	Buy	2,077 +200	+11%	+$30.6K	0.13%	66
2024 Q3	$279K	Hold	1,877	–	–	0.12%	58
2024 Q2	$294K	Sell	1,877 -26	-1%	-$4.15K	0.14%	59
2024 Q1	$300K	Hold	1,903	–	–	0.15%	61
2023 Q4	$284K	Hold	1,903	–	–	0.15%	61
2023 Q3	$321K	Buy	+1,903	New	+$307K	0.19%	56

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Theory Financial's CVX Position: Q3 2026 in Review

Theory Financial held its Chevron (CVX) position steady in Q3 2026 at 1,828 shares worth $373K. The position accounts for 0.12% of the portfolio, ranked #82.

Theory Financial first reported a position in CVX in Q3 2023 and has held it in 13 quarters since. The position peaked at $412K in Q1 2025. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Theory Financial held 1,828 shares of Chevron worth $373K as of Q3 2026.
Theory Financial left its Chevron share count unchanged in Q3 2026.
Chevron made up 0.12% of Theory Financial's portfolio in Q3 2026, its #82 holding.
Theory Financial first reported a position in Chevron in Q3 2023 and has held it in 13 quarters since.
Theory Financial's Chevron position peaked at $412K in Q1 2025.
2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Theory Financial's 13F filing for Q3 2026, filed 9 Nov 2026.