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Clearview Wealth Advisors’s Chevron CVX Stock Holding History

Clearview Wealth Advisors’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 		$1.54M Sell
10,105
-264
-3% -$40.2K 0.98% 27
2025
Q3 		$1.61M Sell
10,369
-192
-2% -$29.7K 1.03% 25
2025
Q2 		$1.51M Sell
10,561
-21
-0.2% -$2.96K 1.05% 25
2025
Q1 		$1.77M Sell
10,582
-137
-1% -$21.4K 1.32% 17
2024
Q4 		$1.55M Sell
10,719
-45
-0.4% -$6.89K 1.18% 22
2024
Q3 		$1.59M Sell
10,764
-345
-3% -$51.4K 1.22% 20
2024
Q2 		$1.74M Sell
11,109
-233
-2% -$37.2K 1.52% 18
2024
Q1 		$1.79M Sell
11,342
-224
-2% -$33.8K 1.83% 12
2023
Q4 		$1.73M Sell
11,566
-162
-1% -$24.5K 2.01% 11
2023
Q3 		$1.98M Sell
11,728
-366
-3% -$59.1K 2.45% 6
2023
Q2 		$1.9M Sell
12,094
-39
-0.3% -$6.25K 1.93% 10
2023
Q1 		$1.98M Sell
12,133
-2,396
-16% -$402K 2.01% 8
2022
Q4 		$2.61M Sell
14,529
-12
-0.1% -$2.09K 2.02% 11
2022
Q3 		$2.09M Buy
14,541
+219
+2% +$33.4K 1.66% 11
2022
Q2 		$2.07M Buy
14,322
+55
+0.4% +$9.09K 1.55% 12
2022
Q1 		$2.32M Sell
14,267
-282
-2% -$40.4K 1.53% 14
2021
Q4 		$1.71M Buy
14,549
+840
+6% +$95.4K 1.04% 21
2021
Q3 		$1.39M Buy
13,709
+661
+5% +$65.9K 0.88% 25
2021
Q2 		$1.37M Buy
13,048
+57
+0.4% +$6.02K 0.84% 24
2021
Q1 		$1.36M Buy
12,991
+568
+5% +$55.5K 0.88% 26
2020
Q4 		$1.05M Buy
+12,423
New +$1.01M 0.7% 32

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

Clearview Wealth Advisors's CVX Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Chevron (CVX) stake by 2.5% in Q4 2025, selling an estimated $40.2K and leaving 10,105 shares worth $1.54M. The position accounts for 0.98% of the portfolio, ranked #27.

Clearview Wealth Advisors first reported a position in CVX in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.61M in Q4 2022. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Clearview Wealth Advisors held 10,105 shares of Chevron worth $1.54M as of Q4 2025.
  • Clearview Wealth Advisors sold 264 Chevron shares in Q4 2025, an estimated $40.2K.
  • Chevron made up 0.98% of Clearview Wealth Advisors's portfolio in Q4 2025, its #27 holding.
  • Clearview Wealth Advisors first reported a position in Chevron in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Chevron position peaked at $2.61M in Q4 2022.
  • 3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.