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Iconiq Capital’s Chevron CVX Stock Holding History

Iconiq Capital’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
Q3 		– Sell
-5,509
Closed -$789K – 178
2025
Q2 		$789K Sell
5,509
-2,413
-30% -$340K 0.01% 116
2025
Q1 		$1.33M Buy
7,922
+2,766
+54% +$433K 0.02% 75
2024
Q4 		$747K Buy
5,156
+1,962
+61% +$300K 0.01% 104
2024
Q3 		$470K Buy
3,194
+1,912
+149% +$285K 0.01% 94
2024
Q2 		$201K Buy
+1,282
New +$204K ﹤0.01% 95
2018
Q2 		– Sell
-2,629
Closed -$300K – 50
2018
Q1 		$300K Buy
2,629
+197
+8% +$23.6K 0.03% 53
2017
Q4 		$304K Buy
2,432
+32
+1% +$3.79K 0.03% 54
2017
Q3 		$282K Sell
2,400
-1,106
-32% -$121K 0.03% 52
2017
Q2 		$366K Hold
3,506
– – 0.04% 41
2017
Q1 		$376K Sell
3,506
-374
-10% -$42K 0.04% 43
2016
Q4 		$457K Buy
3,880
+1,074
+38% +$117K 0.05% 39
2016
Q3 		$289K Hold
2,806
– – 0.06% 36
2016
Q2 		$294K Hold
2,806
– – 0.06% 36
2016
Q1 		$268K Sell
2,806
-2,400
-46% -$210K 0.05% 36
2015
Q4 		$468K Buy
+5,206
New +$469K 0.09% 25

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Iconiq Capital's CVX Position: Q3 2025 in Review

Iconiq Capital sold out of Chevron (CVX) in Q3 2025, closing a stake of 5,509 shares — an estimated $789K sold.

Iconiq Capital first reported a position in CVX in Q4 2015 and held it in 15 quarters. The position peaked at $1.33M in Q1 2025. 3,797 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Iconiq Capital reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
  • Iconiq Capital sold 5,509 Chevron shares in Q3 2025, an estimated $789K.
  • Iconiq Capital first reported a position in Chevron in Q4 2015 and held it in 15 quarters.
  • Iconiq Capital's Chevron position peaked at $1.33M in Q1 2025.
  • 3,797 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.