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Compass Planning Associates’s Chevron CVX Stock Holding History

Compass Planning Associates’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 		– Sell
-38
Closed -$5.45K – 50
2025
Q2 		$5.45K Hold
38
– – 0.01% 110
2025
Q1 		$6.37K Hold
38
– – 0.01% 108
2024
Q4 		$5.52K Buy
+38
New +$5.82K 0.01% 115

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Compass Planning Associates's CVX Position: Q3 2025 in Review

Compass Planning Associates sold out of Chevron (CVX) in Q3 2025, closing a stake of 38 shares — an estimated $5.45K sold.

Compass Planning Associates first reported a position in CVX in Q4 2024 and held it in 3 quarters. The position peaked at $6.37K in Q1 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Compass Planning Associates reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 38 Chevron shares in Q3 2025, an estimated $5.45K.
  • Compass Planning Associates first reported a position in Chevron in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Chevron position peaked at $6.37K in Q1 2025.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.