Litman Gregory Wealth Management’s Chevron CVX Stock Holding History

Litman Gregory Wealth Management’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	$86K	Buy	+564	New	+$85.9K	0.01%	190
2021 Q2	–	Sell	-1,108	Closed	-$116K	–	94
2021 Q1	$116K	Sell	1,108 -105	-9%	-$10.3K	0.02%	70
2020 Q4	$102K	Sell	1,213 -55	-4%	-$4.45K	0.02%	75
2020 Q3	$91K	Buy	1,268 +55	+5%	+$4.63K	0.02%	75
2020 Q2	$108K	Hold	1,213	–	–	0.02%	67
2020 Q1	$88K	Sell	1,213 -127	-9%	-$12.5K	0.02%	65
2019 Q4	$161K	Sell	1,340 -43	-3%	-$5.07K	0.04%	53
2019 Q3	$164K	Sell	1,383 -194	-12%	-$23.6K	0.04%	49
2019 Q2	$196K	Buy	1,577 +364	+30%	+$44K	0.05%	50
2019 Q1	$149K	Sell	1,213 -387	-24%	-$45.8K	0.04%	47
2018 Q4	$174K	Buy	1,600 +1,428	+830%	+$165K	0.05%	46
2018 Q3	$21K	Hold	172	–	–	0.01%	75
2018 Q2	$22K	Sell	172 -975	-85%	-$121K	0.01%	68
2018 Q1	$131K	Buy	1,147 +975	+567%	+$117K	0.05%	42
2017 Q4	$22K	Sell	172 -500	-74%	-$59.3K	0.01%	65
2017 Q3	$79K	Hold	672	–	–	0.04%	44
2017 Q2	$70K	Hold	672	–	–	0.04%	32
2017 Q1	$72K	Buy	+672	New	+$75.4K	0.04%	34

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

Litman Gregory Wealth Management's CVX Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Chevron (CVX) in Q4 2025: 564 shares worth $86K. The stake represents 0.01% of the portfolio and ranks #190 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in CVX as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in CVX in Q1 2017 and has held it in 18 quarters since. The position peaked at $196K in Q2 2019. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

Litman Gregory Wealth Management held 564 shares of Chevron worth $86K as of Q4 2025.
Chevron was a new Litman Gregory Wealth Management position in Q4 2025.
Chevron made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #190 holding.
Litman Gregory Wealth Management first reported a position in Chevron in Q1 2017 and has held it in 18 quarters since.
Litman Gregory Wealth Management's Chevron position peaked at $196K in Q2 2019.
3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.