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Nordwand Advisors’s Chevron CVX Stock Holding History

Nordwand Advisors’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
2026
Q1 		$12.2M Buy
59,002
+385
+0.7% +$70.2K 2.14% 8
2025
Q4 		$8.93M Buy
58,617
+1,915
+3% +$292K 1.56% 20
2025
Q3 		$8.81M Buy
56,702
+5,190
+10% +$804K 1.4% 20
2025
Q2 		$7.38M Buy
51,512
+50,869
+7,911% +$7.17M 1.16% 23
2025
Q1 		$108K Hold
643
– – 0.04% 31
2024
Q4 		$93.1K Hold
643
– – 0.04% 37
2024
Q3 		$94.7K Hold
643
– – 0.03% 38
2024
Q2 		$101K Hold
643
– – 0.04% 57
2024
Q1 		$101K Hold
643
– – 0.04% 57
2023
Q4 		$95.9K Hold
643
– – 0.03% 56
2023
Q3 		$108K Hold
643
– – 0.02% 51
2023
Q2 		$101K Hold
643
– – 0.02% 50
2023
Q1 		$105K Sell
643
-1,594
-71% -$267K 0.02% 49
2022
Q4 		$402K Buy
+2,237
New +$390K 0.05% 56

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return