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Nicolet Advisory Services’s Chevron CVX Stock Holding History

Nicolet Advisory Services’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 		$1.91M Sell
11,738
-361
-3% -$55K 0.13% 86
2025
Q3 		$1.87M Buy
12,099
+244
+2% +$37.8K 0.15% 83
2025
Q2 		$1.79M Buy
11,855
+1,708
+17% +$241K 0.15% 81
2025
Q1 		$1.37M Sell
10,147
-653
-6% -$102K 0.14% 86
2024
Q4 		$1.65M Buy
10,800
+1,348
+14% +$206K 0.15% 75
2024
Q3 		$1.43M Buy
9,452
+53
+0.6% +$7.89K 0.14% 79
2024
Q2 		$1.46M Buy
9,399
+934
+11% +$149K 0.14% 74
2024
Q1 		$1.37M Buy
8,465
+1,096
+15% +$165K 0.14% 78
2023
Q4 		$1.11M Sell
7,369
-370
-5% -$56K 0.12% 89
2023
Q3 		$1.26M Buy
7,739
+1,540
+25% +$249K 0.14% 79
2023
Q2 		$948K Sell
6,199
-395
-6% -$63.3K 0.1% 101
2023
Q1 		$1.11M Buy
6,594
+572
+9% +$95.9K 0.13% 88
2022
Q4 		$1.06M Buy
6,022
+639
+12% +$112K 0.14% 71
2022
Q3 		$846K Buy
5,383
+583
+12% +$88.9K 0.14% 63
2022
Q2 		$689K Sell
4,800
-3,774
-44% -$624K 0.1% 81
2022
Q1 		$1.46M Buy
8,574
+3,669
+75% +$526K 0.19% 53
2021
Q4 		$576K Sell
4,905
-1,525
-24% -$173K 0.07% 101
2021
Q3 		$654K Buy
6,430
+282
+5% +$28.1K 0.08% 94
2021
Q2 		$644K Sell
6,148
-136
-2% -$14.4K 0.08% 90
2021
Q1 		$658K Buy
6,284
+91
+1% +$8.89K 0.09% 86
2020
Q4 		$523K Sell
6,193
-5,924
-49% -$480K 0.07% 103
2020
Q3 		$872K Sell
12,117
-3,900
-24% -$328K 0.14% 65
2020
Q2 		$1.43M Buy
16,017
+2,431
+18% +$218K 0.22% 60
2020
Q1 		$984K Buy
13,586
+7,368
+118% +$728K 0.17% 71
2019
Q4 		$749K Sell
6,218
-275
-4% -$32.4K 0.12% 75
2019
Q3 		$770K Sell
6,493
-1,591
-20% -$193K 0.12% 71
2019
Q2 		$1.01M Buy
8,084
+273
+3% +$33K 0.15% 53
2019
Q1 		$962K Buy
+7,811
New +$924K 0.16% 53

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

Nicolet Advisory Services's CVX Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Chevron (CVX) stake by 3% in Q4 2025, selling an estimated $55K and leaving 11,738 shares worth $1.91M. The position accounts for 0.13% of the portfolio, ranked #86.

Nicolet Advisory Services first reported a position in CVX in Q1 2019 and has held it in 28 quarters since. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Nicolet Advisory Services held 11,738 shares of Chevron worth $1.91M as of Q4 2025.
  • Nicolet Advisory Services sold 361 Chevron shares in Q4 2025, an estimated $55K.
  • Chevron made up 0.13% of Nicolet Advisory Services's portfolio in Q4 2025, its #86 holding.
  • Nicolet Advisory Services first reported a position in Chevron in Q1 2019 and has held it in 28 quarters since.
  • 3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.