Kesler Norman & Wride’s Chevron CVX Stock Holding History

Kesler Norman & Wride’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	-1,964	Closed	-$284K	–	244
2025 Q3	$284K	Buy	1,964 +119	+6%	+$18.4K	0.06%	203
2025 Q2	$264K	Buy	1,845 +5	+0.3%	+$705	0.05%	206
2025 Q1	$308K	Sell	1,840 -124	-6%	-$19.4K	0.06%	190
2024 Q4	$284K	Hold	1,964	–	–	0.06%	198
2024 Q3	$289K	Buy	1,964 +320	+19%	+$47.6K	0.06%	208
2024 Q2	$257K	Buy	1,644 +125	+8%	+$19.9K	0.05%	161
2024 Q1	$240K	Hold	1,519	–	–	0.05%	147
2023 Q4	$227K	Sell	1,519 -3	-0.2%	-$454	0.05%	150
2023 Q3	$257K	Hold	1,522	–	–	0.06%	147
2023 Q2	$239K	Hold	1,522	–	–	0.06%	146
2023 Q1	$248K	Hold	1,522	–	–	0.06%	143
2022 Q4	$273K	Hold	1,522	–	–	0.07%	145
2022 Q3	$219K	Buy	1,522 +102	+7%	+$15.6K	0.06%	151
2022 Q2	$206K	Hold	1,420	–	–	0.06%	143
2022 Q1	$231K	Buy	+1,420	New	+$204K	0.05%	136

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

Kesler Norman & Wride's CVX Position: Q4 2025 in Review

Kesler Norman & Wride sold out of Chevron (CVX) in Q4 2025, closing a stake of 1,964 shares — an estimated $284K sold.

Kesler Norman & Wride first reported a position in CVX in Q1 2022 and held it in 15 quarters. The position peaked at $308K in Q1 2025. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

Kesler Norman & Wride reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
Kesler Norman & Wride sold 1,964 Chevron shares in Q4 2025, an estimated $284K.
Kesler Norman & Wride first reported a position in Chevron in Q1 2022 and held it in 15 quarters.
Kesler Norman & Wride's Chevron position peaked at $308K in Q1 2025.
3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Kesler Norman & Wride's 13F filing for Q4 2025, filed 10 Feb 2026.