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New Century Financial Group’s Chevron CVX Stock Holding History

New Century 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
Q3 		– Sell
-1,872
Closed -$268K – 80
2025
Q2 		$268K Sell
1,872
-14,147
-88% -$1.99M 0.31% 73
2025
Q1 		$2.68M Sell
16,019
-1,827
-10% -$286K 3.1% 4
2024
Q4 		$2.64M Sell
17,846
-8,605
-33% -$1.32M 1.12% 14
2024
Q3 		$3.9M Buy
26,451
+20,873
+374% +$3.11M 1.43% 11
2024
Q2 		$873K Sell
5,578
-13,757
-71% -$2.19M 0.37% 76
2024
Q1 		$3.05M Buy
19,335
+14,217
+278% +$2.15M 2.11% 5
2023
Q4 		$763K Buy
+5,118
New +$774K 0.66% 45

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

New Century Financial Group's CVX Position: Q3 2025 in Review

New Century Financial Group sold out of Chevron (CVX) in Q3 2025, closing a stake of 1,872 shares — an estimated $268K sold.

New Century Financial Group first reported a position in CVX in Q4 2023 and held it in 7 quarters. The position peaked at $3.9M in Q3 2024. 3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • New Century Financial Group reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
  • New Century Financial Group sold 1,872 Chevron shares in Q3 2025, an estimated $268K.
  • New Century Financial Group first reported a position in Chevron in Q4 2023 and held it in 7 quarters.
  • New Century Financial Group's Chevron position peaked at $3.9M in Q3 2024.
  • 3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.