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Norris Financial Group’s Chevron CVX Stock Holding History

Norris 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
Q4 		– Sell
-1,923
Closed -$299K – 104
2025
Q3 		$299K Buy
+1,923
New +$298K 0.11% 80
2021
Q4 		– Sell
-5,545
Closed -$563K – 88
2021
Q3 		$563K Sell
5,545
-709
-11% -$70.7K 0.37% 54
2021
Q2 		$655K Buy
+6,254
New +$660K 0.44% 56

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norris Financial Group's CVX Position: Q4 2025 in Review

Norris Financial Group sold out of Chevron (CVX) in Q4 2025, closing a stake of 1,923 shares — an estimated $299K sold.

Norris Financial Group first reported a position in CVX in Q2 2021 and held it in 3 quarters. The position peaked at $655K in Q2 2021. 3,980 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Norris Financial Group reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Norris Financial Group sold 1,923 Chevron shares in Q4 2025, an estimated $299K.
  • Norris Financial Group first reported a position in Chevron in Q2 2021 and held it in 3 quarters.
  • Norris Financial Group's Chevron position peaked at $655K in Q2 2021.
  • 3,980 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Norris Financial Group's 13F filing for Q4 2025, filed 20 May 2026.