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Cynosure Group’s Chevron CVX Stock Holding History

Cynosure Group’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
-3,429
Closed -$532K – 435
2025
Q3 		$532K Buy
+3,429
New +$531K 0.06% 160
2020
Q2 		– Sell
-11,380
Closed -$825K – 28
2020
Q1 		$825K Buy
11,380
+8,195
+257% +$810K 0.59% 25
2019
Q4 		$384K Hold
3,185
– – 0.2% 53
2019
Q3 		$378K Sell
3,185
-1,127
-26% -$137K 0.21% 50
2019
Q2 		$537K Buy
+4,312
New +$521K 0.25% 45

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cynosure Group's CVX Position: Q4 2025 in Review

Cynosure Group sold out of Chevron (CVX) in Q4 2025, closing a stake of 3,429 shares — an estimated $532K sold.

Cynosure Group first reported a position in CVX in Q2 2019 and held it in 5 quarters. The position peaked at $825K in Q1 2020. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Cynosure Group reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Cynosure Group sold 3,429 Chevron shares in Q4 2025, an estimated $532K.
  • Cynosure Group first reported a position in Chevron in Q2 2019 and held it in 5 quarters.
  • Cynosure Group's Chevron position peaked at $825K in Q1 2020.
  • 3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Cynosure Group's 13F filing for Q4 2025, filed 17 Feb 2026.