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

Trinity 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 		$313K Buy
1,535
+1
+0.1% +$197 0.08% 78
2026
Q2 		$254K Sell
1,534
-1
-0.1% -$186 0.07% 83
2026
Q1 		$318K Sell
1,535
-189
-11% -$34.5K 0.09% 71
2025
Q4 		$263K Hold
1,724
– – 0.07% 79
2025
Q3 		$268K Buy
1,724
+242
+16% +$37.5K 0.08% 83
2025
Q2 		$212K Buy
1,482
+1
+0.1% +$141 0.07% 87
2025
Q1 		$231K Buy
1,481
+71
+5% +$11.1K 0.08% 79
2024
Q4 		$207K Sell
1,410
-32
-2% -$4.9K 0.08% 83
2024
Q3 		$204K Buy
1,442
+4
+0.3% +$595 0.09% 82
2024
Q2 		$225K Buy
1,438
+1
+0.1% +$159 0.1% 78
2024
Q1 		$227K Sell
1,437
-208
-13% -$31.4K 0.1% 69
2023
Q4 		$245K Buy
1,645
+11
+0.7% +$1.66K 0.12% 63
2023
Q3 		$276K Buy
1,634
+8
+0.5% +$1.29K 0.15% 57
2023
Q2 		$256K Buy
1,626
+3
+0.2% +$481 0.14% 63
2023
Q1 		$265K Buy
1,623
+107
+7% +$17.9K 0.16% 56
2022
Q4 		$272K Buy
1,516
+3
+0.2% +$524 0.18% 51
2022
Q3 		$217K Buy
+1,513
New +$231K 0.16% 66
2022
Q2 		– Sell
-1,281
Closed -$209K – 31
2022
Q1 		$209K Buy
+1,281
New +$184K 0.13% 63

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
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Trinity Financial Advisors increased its Chevron (CVX) stake by 0.07% in Q3 2026, buying an estimated $197 and bringing the position to 1,535 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #78.

Trinity Financial Advisors first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $318K in Q1 2026. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Trinity Financial Advisors held 1,535 shares of Chevron worth $313K as of Q3 2026.
  • Trinity Financial Advisors bought 1 Chevron share in Q3 2026, an estimated $197.
  • Chevron made up 0.08% of Trinity Financial Advisors's portfolio in Q3 2026, its #78 holding.
  • Trinity Financial Advisors first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Trinity Financial Advisors's Chevron position peaked at $318K in Q1 2026.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.