Gifford Fong Associates’s Chevron CVX Stock Holding History

Gifford Fong Associates’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	$3.38M	Hold	22,200	–	–	0.67%	42
2025 Q3	$3.45M	Hold	22,200	–	–	0.72%	41
2025 Q2	$3.18M	Hold	22,200	–	–	0.73%	43
2025 Q1	$3.71M	Hold	22,200	–	–	0.92%	34
2024 Q4	$3.21M	Hold	22,200	–	–	0.79%	40
2024 Q3	$3.27M	Hold	22,200	–	–	0.82%	35
2024 Q2	$3.47M	Hold	22,200	–	–	0.92%	31
2024 Q1	$3.5M	Hold	22,200	–	–	0.97%	32
2023 Q4	$3.31M	Hold	22,200	–	–	0.7%	39
2023 Q3	$3.74M	Hold	22,200	–	–	0.9%	31
2023 Q2	$3.49M	Hold	22,200	–	–	0.82%	37
2023 Q1	$3.62M	Hold	22,200	–	–	0.95%	32
2022 Q4	$3.98M	Hold	22,200	–	–	0.91%	31
2022 Q3	$3.19M	Hold	22,200	–	–	0.79%	34
2022 Q2	$3.21M	Hold	22,200	–	–	0.75%	34
2022 Q1	$3.62M	Hold	22,200	–	–	0.66%	37
2021 Q4	$2.6M	Hold	22,200	–	–	0.46%	53
2021 Q3	$2.25M	Hold	22,200	–	–	0.44%	55
2021 Q2	$2.33M	Hold	22,200	–	–	0.45%	57
2021 Q1	$2.33M	Hold	22,200	–	–	0.5%	52
2020 Q4	$1.88M	Hold	22,200	–	–	0.44%	61
2020 Q3	$1.6M	Hold	22,200	–	–	0.43%	59
2020 Q2	$1.98M	Hold	22,200	–	–	0.6%	44
2020 Q1	$1.61M	Hold	22,200	–	–	0.59%	44
2019 Q4	$2.67M	Hold	22,200	–	–	0.78%	35
2019 Q3	$2.63M	Hold	22,200	–	–	0.86%	34
2019 Q2	$2.76M	Hold	22,200	–	–	0.92%	34
2019 Q1	$2.73M	Hold	22,200	–	–	0.9%	35
2018 Q4	$2.42M	Hold	22,200	–	–	0.91%	34
2018 Q3	$2.71M	Hold	22,200	–	–	0.86%	34
2018 Q2	$2.81M	Hold	22,200	–	–	0.97%	32
2018 Q1	$2.53M	Buy	+22,200	New	+$2.65M	1.03%	31

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

Norges Bank Oslo, Norway $935B AUM

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

Gifford Fong Associates's CVX Position: Q4 2025 in Review

Gifford Fong Associates held its Chevron (CVX) position steady in Q4 2025 at 22,200 shares worth $3.38M. The position accounts for 0.67% of the portfolio, ranked #42.

Gifford Fong Associates first reported a position in CVX in Q1 2018 and has held it in 32 quarters since. The position peaked at $3.98M in Q4 2022. 3,963 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

Gifford Fong Associates held 22,200 shares of Chevron worth $3.38M as of Q4 2025.
Gifford Fong Associates left its Chevron share count unchanged in Q4 2025.
Chevron made up 0.67% of Gifford Fong Associates's portfolio in Q4 2025, its #42 holding.
Gifford Fong Associates first reported a position in Chevron in Q1 2018 and has held it in 32 quarters since.
Gifford Fong Associates's Chevron position peaked at $3.98M in Q4 2022.
3,963 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.