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GPS Wealth Strategies Group’s Chevron CVX Stock Holding History

GPS Wealth Strategies Group’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 		$118K Sell
776
-3,766
-83% -$574K 0.1% 134
2025
Q3 		$705K Sell
4,542
-119
-3% -$18.4K 0.07% 151
2025
Q2 		$667K Sell
4,661
-148
-3% -$20.9K 0.08% 150
2025
Q1 		$805K Sell
4,809
-895
-16% -$140K 0.11% 124
2024
Q4 		$826K Sell
5,704
-582
-9% -$89.1K 0.11% 118
2024
Q3 		$926K Buy
6,286
+128
+2% +$19.1K 0.12% 122
2024
Q2 		$963K Buy
6,158
+188
+3% +$30K 0.14% 106
2024
Q1 		$942K Sell
5,970
-131
-2% -$19.8K 0.15% 104
2023
Q4 		$910K Sell
6,101
-299
-5% -$45.2K 0.17% 100
2023
Q3 		$1.08M Buy
6,400
+83
+1% +$13.4K 0.21% 91
2023
Q2 		$994K Sell
6,317
-85
-1% -$13.6K 0.19% 98
2023
Q1 		$1.04M Buy
+6,402
New +$1.07M 0.22% 86
2022
Q4 		– Sell
-5,472
Closed -$786K – 332
2022
Q3 		$786K Buy
5,472
+186
+4% +$28.4K 0.2% 88
2022
Q2 		$765K Buy
5,286
+333
+7% +$55K 0.2% 85
2022
Q1 		$807K Buy
4,953
+1,529
+45% +$219K 0.18% 74
2021
Q4 		$402K Buy
3,424
+506
+17% +$57.5K 0.09% 143
2021
Q3 		$296K Sell
2,918
-218
-7% -$21.7K 0.07% 158
2021
Q2 		$329K Sell
3,136
-194
-6% -$20.5K 0.08% 151
2021
Q1 		$348K Sell
3,330
-586
-15% -$57.2K 0.1% 130
2020
Q4 		$331K Sell
3,916
-276
-7% -$22.3K 0.12% 123
2020
Q3 		$302K Buy
+4,192
New +$353K 0.12% 115

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

GPS Wealth Strategies Group's CVX Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Chevron (CVX) stake by 83% in Q4 2025, selling an estimated $574K and leaving 776 shares worth $118K. The position accounts for 0.1% of the portfolio, ranked #134.

GPS Wealth Strategies Group first reported a position in CVX in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.08M in Q3 2023. 3,980 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • GPS Wealth Strategies Group held 776 shares of Chevron worth $118K as of Q4 2025.
  • GPS Wealth Strategies Group sold 3,766 Chevron shares in Q4 2025, an estimated $574K.
  • Chevron made up 0.1% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #134 holding.
  • GPS Wealth Strategies Group first reported a position in Chevron in Q3 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's Chevron position peaked at $1.08M in Q3 2023.
  • 3,980 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.