EFS
CVX icon

Econ Financial Services’s Chevron CVX Stock Holding History

Econ Financial Services’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
-23,728
Closed -$3.68M – 81
2025
Q3 		$3.68M Buy
23,728
+5,750
+32% +$891K 1.84% 12
2025
Q2 		$2.57M Buy
17,978
+3,952
+28% +$557K 1.33% 21
2025
Q1 		$2.35M Buy
+14,026
New +$2.2M 1.25% 18
2019
Q2 		$366K Buy
2,941
+1,262
+75% +$153K 0.51% 43
2019
Q1 		$207K Buy
+1,679
New +$199K 0.31% 55

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

Econ Financial Services's CVX Position: Q4 2025 in Review

Econ Financial Services sold out of Chevron (CVX) in Q4 2025, closing a stake of 23,728 shares — an estimated $3.68M sold.

Econ Financial Services first reported a position in CVX in Q1 2019 and held it in 5 quarters. The position peaked at $3.68M in Q3 2025. 3,963 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Econ Financial Services reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Econ Financial Services sold 23,728 Chevron shares in Q4 2025, an estimated $3.68M.
  • Econ Financial Services first reported a position in Chevron in Q1 2019 and held it in 5 quarters.
  • Econ Financial Services's Chevron position peaked at $3.68M in Q3 2025.
  • 3,963 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Econ Financial Services's 13F filing for Q4 2025, filed 15 Jan 2026.