AIFG Consultants’s Chevron CVX Stock Holding History

AIFG Consultants’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
2025 Q4	$362K	Hold	2,377	–	–	0.62%	34
2025 Q3	$369K	Buy	+2,377	New	+$368K	0.65%	38

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AIFG Consultants's CVX Position: Q4 2025 in Review

AIFG Consultants held its Chevron (CVX) position steady in Q4 2025 at 2,377 shares worth $362K. The position accounts for 0.62% of the portfolio, ranked #34.

AIFG Consultants first reported a position in CVX in Q3 2025 and has held it in 2 quarters since. The position peaked at $369K in Q3 2025. 3,981 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

AIFG Consultants held 2,377 shares of Chevron worth $362K as of Q4 2025.
AIFG Consultants left its Chevron share count unchanged in Q4 2025.
Chevron made up 0.62% of AIFG Consultants's portfolio in Q4 2025, its #34 holding.
AIFG Consultants first reported a position in Chevron in Q3 2025 and has held it in 2 quarters since.
AIFG Consultants's Chevron position peaked at $369K in Q3 2025.
3,981 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.