Koesten Hirschmann & Crabtree’s Chevron CVX Stock Holding History

Koesten Hirschmann & Crabtree’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	-200	Closed	-$31.1K	–	83
2025 Q3	$31.1K	Hold	200	–	–	0.01%	100
2025 Q2	$28.6K	Hold	200	–	–	0.01%	105
2025 Q1	$33.5K	Hold	200	–	–	0.02%	100
2024 Q4	$29K	Hold	200	–	–	0.02%	104
2024 Q3	$29.5K	Hold	200	–	–	0.02%	101
2024 Q2	$31.5K	Hold	200	–	–	0.02%	108
2024 Q1	$31.5K	Hold	200	–	–	0.02%	108
2023 Q4	$29.8K	Hold	200	–	–	0.02%	93
2023 Q3	$33.7K	Hold	200	–	–	0.03%	69
2023 Q2	$31.5K	Sell	200 -140	-41%	-$22.4K	0.02%	78
2023 Q1	$55.5K	Hold	340	–	–	0.04%	57
2022 Q4	$61K	Buy	+340	New	+$59.3K	0.05%	57

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

Koesten Hirschmann & Crabtree's CVX Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Chevron (CVX) in Q4 2025, closing a stake of 200 shares — an estimated $31.1K sold.

Koesten Hirschmann & Crabtree first reported a position in CVX in Q4 2022 and held it in 12 quarters. The position peaked at $61K in Q4 2022. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 200 Chevron shares in Q4 2025, an estimated $31.1K.
Koesten Hirschmann & Crabtree first reported a position in Chevron in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's Chevron position peaked at $61K in Q4 2022.
3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.