Whelan Financial
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Whelan Financial’s Chevron CVX Stock Holding History

Whelan 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 		$1.03M Buy
5,034
+205
+4% +$40.4K 0.27% 40
2026
Q2 		$801K Buy
4,829
+287
+6% +$53.4K 0.22% 42
2026
Q1 		$940K Buy
4,542
+3
+0.1% +$547 0.29% 35
2025
Q4 		$692K Sell
4,539
-259
-5% -$39.4K 0.22% 38
2025
Q3 		$745K Buy
4,798
+1,614
+51% +$250K 0.24% 39
2025
Q2 		$456K Sell
3,184
-27
-0.8% -$3.81K 0.16% 46
2025
Q1 		$537K Buy
3,211
+94
+3% +$14.7K 0.21% 31
2024
Q4 		$452K Buy
3,117
+83
+3% +$12.7K 0.18% 32
2024
Q3 		$447K Sell
3,034
-204
-6% -$30.4K 0.18% 31
2024
Q2 		$506K Buy
3,238
+164
+5% +$26.2K 0.23% 25
2024
Q1 		$485K Sell
3,074
-885
-22% -$134K 0.22% 26
2023
Q4 		$590K Buy
3,959
+148
+4% +$22.4K 0.28% 20
2023
Q3 		$643K Buy
3,811
+2,052
+117% +$331K 0.34% 18
2023
Q2 		$277K Buy
1,759
+2
+0.1% +$321 0.14% 26
2023
Q1 		$287K Buy
1,757
+100
+6% +$16.8K 0.16% 26
2022
Q4 		$297K Buy
1,657
+1
+0.1% +$175 0.18% 23
2022
Q3 		$238K Buy
+1,656
New +$253K 0.16% 23

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

Whelan Financial's CVX Position: Q3 2026 in Review

Whelan Financial increased its Chevron (CVX) stake by 4.2% in Q3 2026, buying an estimated $40.4K and bringing the position to 5,034 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #40.

Whelan Financial first reported a position in CVX in Q3 2022 and has held it in 17 quarters since. 2,773 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Whelan Financial held 5,034 shares of Chevron worth $1.03M as of Q3 2026.
  • Whelan Financial bought 205 Chevron shares in Q3 2026, an estimated $40.4K.
  • Chevron made up 0.27% of Whelan Financial's portfolio in Q3 2026, its #40 holding.
  • Whelan Financial first reported a position in Chevron in Q3 2022 and has held it in 17 quarters since.
  • 2,773 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.