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Decker Retirement Planning’s Chevron CVX Stock Holding History

Decker Retirement Planning’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
-221
Closed -$34.3K – 236
2025
Q3 		$34.3K Buy
+221
New +$34.2K 0.02% 112
2025
Q2 		– Sell
-86
Closed -$14.4K – 315
2025
Q1 		$14.4K Sell
86
-588
-87% -$92K 0.01% 102
2024
Q4 		$97.6K Buy
+674
New +$103K 0.06% 81

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

Decker Retirement Planning's CVX Position: Q4 2025 in Review

Decker Retirement Planning sold out of Chevron (CVX) in Q4 2025, closing a stake of 221 shares — an estimated $34.3K sold.

Decker Retirement Planning first reported a position in CVX in Q4 2024 and held it in 3 quarters. The position peaked at $97.6K in Q4 2024. 3,963 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Decker Retirement Planning reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 221 Chevron shares in Q4 2025, an estimated $34.3K.
  • Decker Retirement Planning first reported a position in Chevron in Q4 2024 and held it in 3 quarters.
  • Decker Retirement Planning's Chevron position peaked at $97.6K in Q4 2024.
  • 3,963 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Decker Retirement Planning's 13F filing for Q4 2025, filed 26 Jan 2026.