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Lindenwold Advisors’s Chevron CVX Stock Holding History

Lindenwold Advisors’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 		$1.57M Sell
10,120
-951
-9% -$147K 0.74% 43
2025
Q2 		$1.59M Sell
11,071
-3,985
-26% -$562K 0.82% 38
2025
Q1 		$2.52M Sell
15,056
-369
-2% -$57.8K 1.4% 23
2024
Q4 		$2.23M Sell
15,425
-226
-1% -$34.6K 1.19% 24
2024
Q3 		$2.3M Buy
15,651
+238
+2% +$35.4K 1.16% 26
2024
Q2 		$2.41M Buy
15,413
+259
+2% +$41.3K 1.29% 23
2024
Q1 		$2.39M Buy
15,154
+1,950
+15% +$294K 1.28% 25
2023
Q4 		$1.97M Sell
13,204
-176
-1% -$26.6K 1.12% 32
2023
Q3 		$2.26M Sell
13,380
-134
-1% -$21.6K 1.4% 19
2023
Q2 		$2.13M Sell
13,514
-1,779
-12% -$285K 1.3% 22
2023
Q1 		$2.5M Buy
15,293
+299
+2% +$50.1K 1.55% 20
2022
Q4 		$2.69M Buy
14,994
+205
+1% +$35.8K 1.8% 14
2022
Q3 		$2.13M Buy
14,789
+178
+1% +$27.1K 1.57% 16
2022
Q2 		$2.12M Buy
14,611
+99
+0.7% +$16.4K 1.5% 17
2022
Q1 		$2.36M Buy
14,512
+333
+2% +$47.8K 1.45% 18
2021
Q4 		$1.66M Buy
+14,179
New +$1.61M 0.97% 36

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lindenwold Advisors's CVX Position: Q3 2025 in Review

Lindenwold Advisors reduced its Chevron (CVX) stake by 8.6% in Q3 2025, selling an estimated $147K and leaving 10,120 shares worth $1.57M. The position accounts for 0.74% of the portfolio, ranked #43.

Lindenwold Advisors first reported a position in CVX in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.69M in Q4 2022. 3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Lindenwold Advisors held 10,120 shares of Chevron worth $1.57M as of Q3 2025.
  • Lindenwold Advisors sold 951 Chevron shares in Q3 2025, an estimated $147K.
  • Chevron made up 0.74% of Lindenwold Advisors's portfolio in Q3 2025, its #43 holding.
  • Lindenwold Advisors first reported a position in Chevron in Q4 2021 and has held it in 16 quarters since.
  • Lindenwold Advisors's Chevron position peaked at $2.69M in Q4 2022.
  • 3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.