Centerstone Investors’s Chevron CVX Stock Holding History

Centerstone Investors’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	$936K	Hold	6,144	–	–	2.94%	10
2025 Q3	$954K	Sell	6,144 -1,536	-20%	-$238K	3.4%	7
2025 Q2	$1.1M	Hold	7,680	–	–	4.51%	7
2025 Q1	$1.28M	Sell	7,680 -17,881	-70%	-$2.8M	3.05%	6
2024 Q4	$3.7M	Sell	25,561 -216	-0.8%	-$33.1K	3.47%	10
2024 Q3	$3.8M	Sell	25,777 -4,800	-16%	-$714K	3.68%	9
2024 Q2	$4.78M	Sell	30,577 -285	-0.9%	-$45.4K	3.99%	10
2024 Q1	$4.87M	Hold	30,862	–	–	3.76%	10
2023 Q4	$4.6M	Buy	30,862 +862	+3%	+$130K	4.72%	8
2023 Q3	$5.06M	Buy	30,000 +7,500	+33%	+$1.21M	5.17%	8
2023 Q2	$3.54M	Buy	+22,500	New	+$3.61M	3.53%	10
2020 Q4	–	Sell	-26,956	Closed	-$1.94M	–	23
2020 Q3	$1.94M	Sell	26,956 -14,000	-34%	-$1.18M	1.98%	21
2020 Q2	$3.65M	Sell	40,956 -30,000	-42%	-$2.69M	3.53%	13
2020 Q1	$5.14M	Buy	+70,956	New	+$7.01M	4.66%	7

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

Centerstone Investors's CVX Position: Q4 2025 in Review

Centerstone Investors held its Chevron (CVX) position steady in Q4 2025 at 6,144 shares worth $936K. The position accounts for 2.94% of the portfolio, ranked #10.

Centerstone Investors first reported a position in CVX in Q1 2020 and has held it in 14 quarters since. The position peaked at $5.14M in Q1 2020. 3,980 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

Centerstone Investors held 6,144 shares of Chevron worth $936K as of Q4 2025.
Centerstone Investors left its Chevron share count unchanged in Q4 2025.
Chevron made up 2.94% of Centerstone Investors's portfolio in Q4 2025, its #10 holding.
Centerstone Investors first reported a position in Chevron in Q1 2020 and has held it in 14 quarters since.
Centerstone Investors's Chevron position peaked at $5.14M in Q1 2020.
3,980 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Centerstone Investors's 13F filing for Q4 2025, filed 30 Jan 2026.