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Family Legacy Financial Solutions’s Chevron CVX Stock Holding History

Family Legacy Financial Solutions’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
-457
Closed -$71K – 86
2025
Q3 		$71K Sell
457
-3
-0.7% -$465 0.05% 82
2025
Q2 		$65.9K Buy
+460
New +$64.8K 0.06% 85

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

Family Legacy Financial Solutions's CVX Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Chevron (CVX) in Q4 2025, closing a stake of 457 shares — an estimated $71K sold.

Family Legacy Financial Solutions first reported a position in CVX in Q2 2025 and held it in 2 quarters. The position peaked at $71K in Q3 2025. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 457 Chevron shares in Q4 2025, an estimated $71K.
  • Family Legacy Financial Solutions first reported a position in Chevron in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Chevron position peaked at $71K in Q3 2025.
  • 3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.