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Court Place Advisors’s Chevron CVX Stock Holding History

Court Place 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
Q3 		$1.14M Sell
7,318
-200
-3% -$31K 0.34% 62
2025
Q2 		$1.08M Buy
7,518
+232
+3% +$32.7K 0.34% 66
2025
Q1 		$1.22M Buy
7,286
+39
+0.5% +$6.11K 0.4% 55
2024
Q4 		$1.05M Sell
7,247
-291
-4% -$44.5K 0.34% 64
2024
Q3 		$1.11M Sell
7,538
-250
-3% -$37.2K 0.32% 66
2024
Q2 		$1.22M Buy
7,788
+815
+12% +$130K 0.38% 59
2024
Q1 		$1.1M Sell
6,973
-960
-12% -$145K 0.35% 63
2023
Q4 		$1.18M Hold
7,933
– – 0.39% 61
2023
Q3 		$1.34M Sell
7,933
-13
-0.2% -$2.1K 0.48% 57
2023
Q2 		$1.25M Sell
7,946
-200
-2% -$32.1K 0.44% 59
2023
Q1 		$1.33M Buy
8,146
+300
+4% +$50.3K 0.48% 54
2022
Q4 		$1.41M Buy
7,846
+94
+1% +$16.4K 0.51% 51
2022
Q3 		$1.11M Hold
7,752
– – 0.45% 59
2022
Q2 		$1.12M Buy
7,752
+211
+3% +$34.9K 0.42% 63
2022
Q1 		$1.23M Hold
7,541
– – 0.4% 67
2021
Q4 		$885K Sell
7,541
-212
-3% -$24.1K 0.24% 87
2021
Q3 		$787K Sell
7,753
-400
-5% -$39.9K 0.23% 86
2021
Q2 		$854K Sell
8,153
-100
-1% -$10.6K 0.25% 87
2021
Q1 		$865K Hold
8,253
– – 0.27% 88
2020
Q4 		$697K Sell
8,253
-90
-1% -$7.29K 0.23% 90
2020
Q3 		$601K Buy
8,343
+52
+0.6% +$4.37K 0.22% 90
2020
Q2 		$740K Sell
8,291
-25
-0.3% -$2.24K 0.29% 81
2020
Q1 		$603K Hold
8,316
– – 0.27% 84
2019
Q4 		$1M Hold
8,316
– – 0.36% 70
2019
Q3 		$986K Sell
8,316
-150
-2% -$18.2K 0.38% 64
2019
Q2 		$1.05M Sell
8,466
-43
-0.5% -$5.2K 0.41% 61
2019
Q1 		$1.05M Hold
8,509
– – 0.42% 62
2018
Q4 		$926K Sell
8,509
-38
-0.4% -$4.4K 0.42% 63
2018
Q3 		$1.04M Buy
8,547
+880
+11% +$107K 0.4% 66
2018
Q2 		$969K Buy
7,667
+775
+11% +$96.2K 0.4% 65
2018
Q1 		$786K Buy
6,892
+140
+2% +$16.7K 0.33% 71
2017
Q4 		$845K Buy
6,752
+50
+0.7% +$5.93K 0.35% 67
2017
Q3 		$788K Sell
6,702
-16
-0.2% -$1.75K 0.35% 71
2017
Q2 		$701K Buy
6,718
+750
+13% +$79.5K 0.33% 75
2017
Q1 		$641K Buy
5,968
+36
+0.6% +$4.04K 0.31% 74
2016
Q4 		$698K Buy
5,932
+473
+9% +$51.5K 0.36% 69
2016
Q3 		$562K Buy
5,459
+540
+11% +$55.1K 0.31% 74
2016
Q2 		$516K Hold
4,919
– – 0.3% 77
2016
Q1 		$469K Buy
4,919
+84
+2% +$7.35K 0.29% 76
2015
Q4 		$435K Buy
4,835
+816
+20% +$73.6K 0.28% 77
2015
Q3 		$317K Buy
4,019
+224
+6% +$18.9K 0.22% 92
2015
Q2 		$366K Buy
3,795
+46
+1% +$4.83K 0.23% 94
2015
Q1 		$394K Buy
3,749
+400
+12% +$42.7K 0.25% 88
2014
Q4 		$376K Buy
3,349
+300
+10% +$34.1K 0.24% 92
2014
Q3 		$364K Hold
3,049
– – 0.25% 88
2014
Q2 		$398K Hold
3,049
– – 0.28% 82
2014
Q1 		$363K Buy
3,049
+400
+15% +$46.5K 0.26% 82
2013
Q4 		$331K Buy
+2,649
New +$320K 0.25% 83

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

Court Place Advisors's CVX Position: Q3 2025 in Review

Court Place Advisors reduced its Chevron (CVX) stake by 2.7% in Q3 2025, selling an estimated $31K and leaving 7,318 shares worth $1.14M. The position accounts for 0.34% of the portfolio, ranked #62.

Court Place Advisors first reported a position in CVX in Q4 2013 and has held it in 48 quarters since. The position peaked at $1.41M in Q4 2022. 3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Court Place Advisors held 7,318 shares of Chevron worth $1.14M as of Q3 2025.
  • Court Place Advisors sold 200 Chevron shares in Q3 2025, an estimated $31K.
  • Chevron made up 0.34% of Court Place Advisors's portfolio in Q3 2025, its #62 holding.
  • Court Place Advisors first reported a position in Chevron in Q4 2013 and has held it in 48 quarters since.
  • Court Place Advisors's Chevron position peaked at $1.41M in Q4 2022.
  • 3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.