Values First Advisors’s Chevron CVX Stock Holding History

Values First 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	$245K	Buy	+1,198	New	+$236K	0.12%	167
2026 Q2	–	Sell	-1,178	Closed	-$244K	–	190
2026 Q1	$244K	Buy	+1,178	New	+$215K	0.13%	153
2025 Q1	–	Sell	-1,118	Closed	-$162K	–	192
2024 Q4	$162K	Buy	1,118 +11	+1%	+$1.68K	0.09%	176
2024 Q3	$163K	Buy	+1,107	New	+$165K	0.09%	161
2023 Q2	–	Sell	-1,044	Closed	-$170K	–	209
2023 Q1	$170K	Buy	+1,044	New	+$175K	0.11%	147

Other funds holding CVX

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Values First Advisors's CVX Position: Q3 2026 in Review

Values First Advisors opened a new position in Chevron (CVX) in Q3 2026: 1,198 shares worth $245K. The stake represents 0.12% of the portfolio and ranks #167 among its holdings. This is a return to the name: Values First Advisors previously reported a position in CVX as recently as Q1 2026.

Values First Advisors first reported a position in CVX in Q1 2023 and has held it in 5 quarters since. 1,868 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Values First Advisors held 1,198 shares of Chevron worth $245K as of Q3 2026.
Chevron was a new Values First Advisors position in Q3 2026.
Chevron made up 0.12% of Values First Advisors's portfolio in Q3 2026, its #167 holding.
Values First Advisors first reported a position in Chevron in Q1 2023 and has held it in 5 quarters since.
1,868 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.