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MidWestOne Financial Group’s Chevron CVX Stock Holding History

MidWestOne 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 		$3.13M Sell
20,535
-3,025
-13% -$461K 0.35% 61
2025
Q3 		$3.66M Buy
23,560
+198
+0.8% +$30.7K 0.44% 52
2025
Q2 		$3.35M Sell
23,362
-148
-0.6% -$20.9K 0.43% 52
2025
Q1 		$3.93M Buy
23,510
+154
+0.7% +$24.1K 0.56% 27
2024
Q4 		$3.38M Sell
23,356
-127
-0.5% -$19.4K 0.48% 39
2024
Q3 		$3.46M Sell
23,483
-92
-0.4% -$13.7K 0.48% 41
2024
Q2 		$3.69M Sell
23,575
-139
-0.6% -$22.2K 0.66% 34
2024
Q1 		$3.74M Buy
23,714
+354
+2% +$53.4K 0.67% 29
2023
Q4 		$3.48M Buy
23,360
+217
+0.9% +$32.8K 0.66% 29
2023
Q3 		$3.9M Sell
23,143
-375
-2% -$60.6K 0.88% 13
2023
Q2 		$3.7M Sell
23,518
-229
-1% -$36.7K 0.8% 16
2023
Q1 		$3.87M Buy
23,747
+4,983
+27% +$835K 0.88% 13
2022
Q4 		$3.37M Sell
18,764
-4,338
-19% -$757K 0.75% 15
2022
Q3 		$3.32M Buy
23,102
+524
+2% +$79.9K 0.84% 11
2022
Q2 		$3.27M Buy
22,578
+3,931
+21% +$650K 0.81% 11
2022
Q1 		$3.01M Sell
18,647
-1,446
-7% -$207K 0.65% 18
2021
Q4 		$2.36M Buy
20,093
+4
+0% +$454 0.49% 36
2021
Q3 		$2.04M Sell
20,089
-155
-0.8% -$15.5K 0.48% 44
2021
Q2 		$2.12M Buy
20,244
+341
+2% +$36K 0.5% 45
2021
Q1 		$2.09M Sell
19,903
-627
-3% -$61.2K 0.5% 41
2020
Q4 		$1.73M Buy
20,530
+2,546
+14% +$206K 0.48% 46
2020
Q3 		$1.29M Sell
17,984
-2,700
-13% -$227K 0.43% 55
2020
Q2 		$1.85M Sell
20,684
-1,025
-5% -$91.8K 0.77% 14
2020
Q1 		$1.57M Sell
21,709
-110
-0.5% -$10.9K 0.58% 31
2019
Q4 		$2.63M Buy
21,819
+798
+4% +$94K 0.55% 19
2019
Q3 		$2.49M Buy
21,021
+81
+0.4% +$9.84K 0.77% 16
2019
Q2 		$2.61M Buy
+20,940
New +$2.53M 0.72% 19

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

MidWestOne Financial Group reduced its Chevron (CVX) stake by 13% in Q4 2025, selling an estimated $461K and leaving 20,535 shares worth $3.13M. The position accounts for 0.35% of the portfolio, ranked #61.

MidWestOne Financial Group first reported a position in CVX in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.93M in Q1 2025. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • MidWestOne Financial Group held 20,535 shares of Chevron worth $3.13M as of Q4 2025.
  • MidWestOne Financial Group sold 3,025 Chevron shares in Q4 2025, an estimated $461K.
  • Chevron made up 0.35% of MidWestOne Financial Group's portfolio in Q4 2025, its #61 holding.
  • MidWestOne Financial Group first reported a position in Chevron in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's Chevron position peaked at $3.93M in Q1 2025.
  • 3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.