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Blue Barn Wealth’s Chevron CVX Stock Holding History

Blue Barn Wealth’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 		– Sell
-1,390
Closed -$216K – 76
2025
Q3 		$216K Buy
+1,390
New +$215K 0.09% 155
2025
Q2 		– Sell
-1,240
Closed -$207K – 159
2025
Q1 		$207K Buy
+1,240
New +$194K 0.11% 142
2023
Q4 		– Sell
-1,519
Closed -$256K – 132
2023
Q3 		$256K Buy
1,519
+137
+10% +$22.1K 0.17% 98
2023
Q2 		$217K Sell
1,382
-96
-6% -$15.4K 0.14% 108
2023
Q1 		$241K Sell
1,478
-169
-10% -$28.3K 0.15% 104
2022
Q4 		$296K Sell
1,647
-40
-2% -$6.98K 0.19% 82
2022
Q3 		$242K Buy
1,687
+301
+22% +$45.9K 0.17% 90
2022
Q2 		$201K Sell
1,386
-556
-29% -$91.9K 0.15% 111
2022
Q1 		$316K Sell
1,942
-248
-11% -$35.6K 0.22% 76
2021
Q4 		$257K Sell
2,190
-5
-0.2% -$568 0.17% 93
2021
Q3 		$223K Buy
+2,195
New +$219K 0.2% 95

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Blue Barn Wealth's CVX Position: Q4 2025 in Review

Blue Barn Wealth sold out of Chevron (CVX) in Q4 2025, closing a stake of 1,390 shares — an estimated $216K sold.

Blue Barn Wealth first reported a position in CVX in Q3 2021 and held it in 11 quarters. The position peaked at $316K in Q1 2022. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Blue Barn Wealth reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 1,390 Chevron shares in Q4 2025, an estimated $216K.
  • Blue Barn Wealth first reported a position in Chevron in Q3 2021 and held it in 11 quarters.
  • Blue Barn Wealth's Chevron position peaked at $316K in Q1 2022.
  • 3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.