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Bard Financial Services’s Chevron CVX Stock Holding History

Bard Financial Services’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
Q3 		$10.5M Buy
67,450
+4,275
+7% +$662K 1.15% 22
2025
Q2 		$9.05M Buy
63,175
+140
+0.2% +$19.7K 1.08% 26
2025
Q1 		$10.5M Buy
63,035
+300
+0.5% +$47K 1.29% 17
2024
Q4 		$9.09M Buy
62,735
+200
+0.3% +$30.6K 1.09% 24
2024
Q3 		$9.21M Sell
62,535
-10,235
-14% -$1.52M 1.09% 25
2024
Q2 		$11.4M Buy
72,770
+2,700
+4% +$431K 1.18% 24
2024
Q1 		$11.1M Buy
70,070
+1,200
+2% +$181K 1.17% 25
2023
Q4 		$10.3M Buy
68,870
+200
+0.3% +$30.2K 1.15% 20
2023
Q3 		$11.6M Buy
68,670
+1,925
+3% +$311K 1.43% 12
2023
Q2 		$10.5M Sell
66,745
-375
-0.6% -$60.1K 0.8% 28
2023
Q1 		$11M Buy
67,120
+175
+0.3% +$29.3K 0.88% 30
2022
Q4 		$12M Buy
66,945
+1,380
+2% +$241K 1.02% 24
2022
Q3 		$9.42M Buy
65,565
+1,575
+2% +$240K 0.88% 28
2022
Q2 		$9.26M Buy
63,990
+75
+0.1% +$12.4K 0.85% 30
2022
Q1 		$10.4M Buy
63,915
+2,475
+4% +$355K 0.85% 28
2021
Q4 		$7.21M Buy
61,440
+6,200
+11% +$704K 0.58% 48
2021
Q3 		$5.61M Buy
55,240
+125
+0.2% +$12.5K 0.5% 55
2021
Q2 		$5.77M Buy
55,115
+4,250
+8% +$449K 0.51% 54
2021
Q1 		$5.33M Buy
50,865
+4,750
+10% +$464K 0.52% 55
2020
Q4 		$3.89M Buy
+46,115
New +$3.73M 0.39% 68

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bard Financial Services's CVX Position: Q3 2025 in Review

Bard Financial Services increased its Chevron (CVX) stake by 6.8% in Q3 2025, buying an estimated $662K and bringing the position to 67,450 shares worth $10.5M. The position accounts for 1.15% of the portfolio, ranked #22.

Bard Financial Services first reported a position in CVX in Q4 2020 and has held it in 20 quarters since. The position peaked at $12M in Q4 2022. 3,797 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Bard Financial Services held 67,450 shares of Chevron worth $10.5M as of Q3 2025.
  • Bard Financial Services bought 4,275 Chevron shares in Q3 2025, an estimated $662K.
  • Chevron made up 1.15% of Bard Financial Services's portfolio in Q3 2025, its #22 holding.
  • Bard Financial Services first reported a position in Chevron in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Chevron position peaked at $12M in Q4 2022.
  • 3,797 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.