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Marshall & Sterling Wealth Advisors’s Chevron CVX Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-348
Closed -$53.9K – 410
2025
Q3 		$53.9K Hold
348
– – 0.03% 165
2025
Q2 		$49.7K Buy
348
+1
+0.3% +$141 0.03% 162
2025
Q1 		$58.1K Buy
+347
New +$54.3K 0.04% 137

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

Marshall & Sterling Wealth Advisors's CVX Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Chevron (CVX) in Q4 2025, closing a stake of 348 shares — an estimated $53.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in CVX in Q1 2025 and held it in 3 quarters. The position peaked at $58.1K in Q1 2025. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 348 Chevron shares in Q4 2025, an estimated $53.9K.
  • Marshall & Sterling Wealth Advisors first reported a position in Chevron in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Chevron position peaked at $58.1K in Q1 2025.
  • 3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.