NMG
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New Millennium Group’s Chevron CVX Stock Holding History

New Millennium 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 		$519K Buy
3,405
+663
+24% +$101K 0.22% 40
2025
Q3 		$426K Buy
2,742
+719
+36% +$111K 0.19% 42
2025
Q2 		$290K Buy
2,023
+1,047
+107% +$148K 0.16% 46
2025
Q1 		$163K Sell
976
-39
-4% -$6.11K 0.11% 50
2024
Q4 		$147K Buy
1,015
+31
+3% +$4.75K 0.09% 62
2024
Q3 		$145K Sell
984
-5
-0.5% -$744 0.09% 62
2024
Q2 		$155K Buy
+989
New +$158K 0.1% 65
2024
Q1 		– Sell
-1,275
Closed -$190K – 146
2023
Q4 		$190K Sell
1,275
-2
-0.2% -$302 0.17% 63
2023
Q3 		$215K Sell
1,277
-6
-0.5% -$969 0.2% 42
2023
Q2 		$202K Sell
1,283
-193
-13% -$30.9K 0.19% 44
2023
Q1 		$241K Sell
1,476
-2,873
-66% -$482K 0.24% 47
2022
Q4 		$781K Buy
4,349
+53
+1% +$9.25K 0.83% 22
2022
Q3 		$618K Buy
4,296
+155
+4% +$23.6K 0.68% 25
2022
Q2 		$598K Sell
4,141
-1,562
-27% -$258K 0.61% 25
2022
Q1 		$929K Buy
+5,703
New +$818K 0.67% 25

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

New Millennium Group's CVX Position: Q4 2025 in Review

New Millennium Group increased its Chevron (CVX) stake by 24% in Q4 2025, buying an estimated $101K and bringing the position to 3,405 shares worth $519K. The position accounts for 0.22% of the portfolio, ranked #40.

New Millennium Group first reported a position in CVX in Q1 2022 and has held it in 15 quarters since. The position peaked at $929K in Q1 2022. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • New Millennium Group held 3,405 shares of Chevron worth $519K as of Q4 2025.
  • New Millennium Group bought 663 Chevron shares in Q4 2025, an estimated $101K.
  • Chevron made up 0.22% of New Millennium Group's portfolio in Q4 2025, its #40 holding.
  • New Millennium Group first reported a position in Chevron in Q1 2022 and has held it in 15 quarters since.
  • New Millennium Group's Chevron position peaked at $929K in Q1 2022.
  • 3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.