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Heritage Financial Services’s Chevron CVX Stock Holding History

Heritage 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 		$462K Sell
3,029
-123
-4% -$18.7K 0.04% 77
2025
Q3 		$489K Buy
3,152
+136
+5% +$21.1K 0.04% 72
2025
Q2 		$432K Sell
3,016
-156
-5% -$22K 0.04% 76
2025
Q1 		$531K Sell
3,172
-453
-12% -$70.9K 0.05% 62
2024
Q4 		$525K Sell
3,625
-369
-9% -$56.5K 0.07% 68
2024
Q3 		$588K Buy
3,994
+700
+21% +$104K 0.08% 54
2024
Q2 		$515K Sell
3,294
-76
-2% -$12.1K 0.07% 59
2024
Q1 		$532K Buy
3,370
+124
+4% +$18.7K 0.08% 59
2023
Q4 		$484K Buy
3,246
+1,212
+60% +$183K 0.08% 62
2023
Q3 		$343K Buy
2,034
+75
+4% +$12.1K 0.07% 60
2023
Q2 		$308K Sell
1,959
-177
-8% -$28.4K 0.06% 60
2023
Q1 		$349K Sell
2,136
-1
-0% -$168 0.08% 57
2022
Q4 		$384K Buy
2,137
+153
+8% +$26.7K 0.1% 56
2022
Q3 		$285K Sell
1,984
-183
-8% -$27.9K 0.17% 49
2022
Q2 		$313K Sell
2,167
-1,383
-39% -$229K 0.17% 45
2022
Q1 		$578K Buy
3,550
+494
+16% +$70.8K 0.38% 36
2021
Q4 		$358K Buy
+3,056
New +$347K 0.28% 51

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

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

Heritage Financial Services reduced its Chevron (CVX) stake by 3.9% in Q4 2025, selling an estimated $18.7K and leaving 3,029 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #77.

Heritage Financial Services first reported a position in CVX in Q4 2021 and has held it in 17 quarters since. The position peaked at $588K in Q3 2024. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Heritage Financial Services held 3,029 shares of Chevron worth $462K as of Q4 2025.
  • Heritage Financial Services sold 123 Chevron shares in Q4 2025, an estimated $18.7K.
  • Chevron made up 0.04% of Heritage Financial Services's portfolio in Q4 2025, its #77 holding.
  • Heritage Financial Services first reported a position in Chevron in Q4 2021 and has held it in 17 quarters since.
  • Heritage Financial Services's Chevron position peaked at $588K in Q3 2024.
  • 3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.