Disciplined Equity Management’s Chevron CVX Stock Holding History

Disciplined Equity Management’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	-900	Closed	-$129K	–	58
2025 Q2	$129K	Hold	900	–	–	0.08%	47
2025 Q1	$151K	Hold	900	–	–	0.1%	45
2024 Q4	$130K	Hold	900	–	–	0.08%	51
2024 Q3	$133K	Hold	900	–	–	0.08%	51
2024 Q2	$141K	Hold	900	–	–	0.09%	50
2024 Q1	$142K	Sell	900 -400	-31%	-$60.4K	0.09%	48
2023 Q4	$194K	Buy	1,300 +400	+44%	+$60.5K	0.13%	47
2023 Q3	$152K	Hold	900	–	–	0.13%	43
2023 Q2	$142K	Hold	900	–	–	0.12%	45
2023 Q1	$147K	Hold	900	–	–	0.12%	43
2022 Q4	$162K	Hold	900	–	–	0.14%	43
2022 Q3	$129K	Hold	900	–	–	0.13%	42
2022 Q2	$130K	Buy	+900	New	+$149K	0.12%	50

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Disciplined Equity Management's CVX Position: Q3 2025 in Review

Disciplined Equity Management sold out of Chevron (CVX) in Q3 2025, closing a stake of 900 shares — an estimated $129K sold.

Disciplined Equity Management first reported a position in CVX in Q2 2022 and held it in 13 quarters. The position peaked at $194K in Q4 2023. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

Disciplined Equity Management reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
Disciplined Equity Management sold 900 Chevron shares in Q3 2025, an estimated $129K.
Disciplined Equity Management first reported a position in Chevron in Q2 2022 and held it in 13 quarters.
Disciplined Equity Management's Chevron position peaked at $194K in Q4 2023.
3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Disciplined Equity Management's 13F filing for Q3 2025, filed 22 Oct 2025.