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Lockerman Financial Group’s Chevron CVX Stock Holding History

Lockerman Financial Group’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
-1,692
Closed -$263K – 93
2025
Q3 		$263K Buy
+1,692
New +$262K 0.33% 99
2025
Q2 		– Sell
-1,424
Closed -$238K – 127
2025
Q1 		$238K Sell
1,424
-134
-9% -$21K 0.36% 99
2024
Q4 		$226K Sell
1,558
-32
-2% -$4.9K 0.38% 92
2024
Q3 		$234K Sell
1,590
-456
-22% -$67.9K 0.4% 95
2024
Q2 		$320K Buy
2,046
+174
+9% +$27.7K 0.58% 57
2024
Q1 		$295K Sell
1,872
-10
-0.5% -$1.51K 0.56% 60
2023
Q4 		$281K Buy
1,882
+105
+6% +$15.9K 0.65% 51
2023
Q3 		$300K Sell
1,777
-89
-5% -$14.4K 0.81% 42
2023
Q2 		$294K Buy
1,866
+180
+11% +$28.9K 0.82% 41
2023
Q1 		$275K Sell
1,686
-59
-3% -$9.89K 0.76% 46
2022
Q4 		$313K Buy
+1,745
New +$305K 0.91% 33

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lockerman Financial Group's CVX Position: Q4 2025 in Review

Lockerman Financial Group sold out of Chevron (CVX) in Q4 2025, closing a stake of 1,692 shares — an estimated $263K sold.

Lockerman Financial Group first reported a position in CVX in Q4 2022 and held it in 11 quarters. The position peaked at $320K in Q2 2024. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Lockerman Financial Group reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,692 Chevron shares in Q4 2025, an estimated $263K.
  • Lockerman Financial Group first reported a position in Chevron in Q4 2022 and held it in 11 quarters.
  • Lockerman Financial Group's Chevron position peaked at $320K in Q2 2024.
  • 3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.