NDVR Inc’s Chevron CVX Stock Holding History

NDVR Inc’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	-1,448	Closed	-$225K	–	129
2025 Q3	$225K	Buy	+1,448	New	+$224K	0.19%	96
2025 Q2	–	Sell	-1,387	Closed	-$232K	–	105
2025 Q1	$232K	Sell	1,387 -113	-8%	-$17.7K	0.24%	86
2024 Q4	$217K	Buy	+1,500	New	+$230K	0.21%	91
2024 Q3	–	Sell	-1,620	Closed	-$253K	–	105
2024 Q2	$253K	Sell	1,620 -13	-0.8%	-$2.07K	0.26%	53
2024 Q1	$258K	Sell	1,633 -158	-9%	-$23.8K	0.25%	59
2023 Q4	$267K	Buy	+1,791	New	+$271K	0.32%	27

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NDVR Inc's CVX Position: Q4 2025 in Review

NDVR Inc sold out of Chevron (CVX) in Q4 2025, closing a stake of 1,448 shares — an estimated $225K sold.

NDVR Inc first reported a position in CVX in Q4 2023 and held it in 6 quarters. The position peaked at $267K in Q4 2023. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

NDVR Inc reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
NDVR Inc sold 1,448 Chevron shares in Q4 2025, an estimated $225K.
NDVR Inc first reported a position in Chevron in Q4 2023 and held it in 6 quarters.
NDVR Inc's Chevron position peaked at $267K in Q4 2023.
3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.