IAT Reinsurance’s Chevron CVX Stock Holding History

IAT Reinsurance’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	-16,000	Closed	-$2.48M	–	74
2025 Q3	$2.48M	Hold	16,000	–	–	0.52%	30
2025 Q2	$2.29M	Hold	16,000	–	–	0.51%	30
2025 Q1	$2.68M	Hold	16,000	–	–	0.56%	25
2024 Q4	$2.32M	Hold	16,000	–	–	0.49%	23
2024 Q3	$2.36M	Hold	16,000	–	–	0.53%	24
2024 Q2	$2.5M	Sell	16,000 -16,000	-50%	-$2.55M	0.53%	23
2024 Q1	$2.52M	Buy	32,000 +16,000	+100%	+$2.41M	1.12%	21
2023 Q4	$2.39M	Hold	16,000	–	–	0.44%	28
2023 Q3	$2.7M	Hold	16,000	–	–	0.53%	27
2023 Q2	$2.52M	Hold	16,000	–	–	0.49%	30
2023 Q1	$2.61M	Hold	16,000	–	–	0.53%	27
2022 Q4	$2.87M	Hold	16,000	–	–	0.57%	21
2022 Q3	$2.3M	Hold	16,000	–	–	0.44%	28
2022 Q2	$2.32M	Hold	16,000	–	–	0.42%	27
2022 Q1	$2.6M	Hold	16,000	–	–	0.19%	44
2021 Q4	$1.88M	Hold	16,000	–	–	0.31%	31
2021 Q3	$1.62M	Hold	16,000	–	–	0.24%	32
2021 Q2	$1.68M	Hold	16,000	–	–	0.23%	38
2021 Q1	$1.68M	Hold	16,000	–	–	0.26%	36
2020 Q4	$1.35M	Hold	16,000	–	–	0.28%	33
2020 Q3	$1.15M	Hold	16,000	–	–	0.28%	35
2020 Q2	$1.43M	Hold	16,000	–	–	0.39%	25
2020 Q1	$1.16M	Hold	16,000	–	–	0.33%	35
2019 Q4	$1.93M	Hold	16,000	–	–	0.35%	33
2019 Q3	$1.9M	Hold	16,000	–	–	0.33%	40
2019 Q2	$1.99M	Hold	16,000	–	–	0.31%	37
2019 Q1	$1.97M	Hold	16,000	–	–	0.33%	39
2018 Q4	$1.74M	Hold	16,000	–	–	0.33%	47
2018 Q3	$1.96M	Hold	16,000	–	–	0.29%	47
2018 Q2	$2.02M	Hold	16,000	–	–	0.3%	37
2018 Q1	$1.82M	Hold	16,000	–	–	0.28%	43
2017 Q4	$2M	Hold	16,000	–	–	0.28%	42
2017 Q3	$1.88M	Hold	16,000	–	–	0.29%	42
2017 Q2	$1.67M	Hold	16,000	–	–	0.28%	46
2017 Q1	$1.72M	Hold	16,000	–	–	0.31%	36
2016 Q4	$1.88M	Hold	16,000	–	–	0.32%	41
2016 Q3	$1.65M	Buy	16,000 +10,000	+167%	+$1.02M	0.32%	45
2016 Q2	$629K	Hold	6,000	–	–	0.44%	55
2016 Q1	$572K	Hold	6,000	–	–	0.38%	56
2015 Q4	$540K	Sell	6,000 -10,000	-63%	-$902K	0.36%	54
2015 Q3	$1.26M	Hold	16,000	–	–	0.24%	52
2015 Q2	$1.54M	Hold	16,000	–	–	0.24%	45
2015 Q1	$1.68M	Hold	16,000	–	–	0.26%	47
2014 Q4	$1.79M	Buy	+16,000	New	+$1.82M	0.25%	45

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

IAT Reinsurance's CVX Position: Q4 2025 in Review

IAT Reinsurance sold out of Chevron (CVX) in Q4 2025, closing a stake of 16,000 shares — an estimated $2.48M sold.

IAT Reinsurance first reported a position in CVX in Q4 2014 and held it in 44 quarters. The position peaked at $2.87M in Q4 2022. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

IAT Reinsurance reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
IAT Reinsurance sold 16,000 Chevron shares in Q4 2025, an estimated $2.48M.
IAT Reinsurance first reported a position in Chevron in Q4 2014 and held it in 44 quarters.
IAT Reinsurance's Chevron position peaked at $2.87M in Q4 2022.
3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on IAT Reinsurance's 13F filing for Q4 2025, filed 10 Feb 2026.