ORG Partners’s Chevron CVX Stock Holding History

ORG Partners’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	$2.52M	Buy	16,522 +3,038	+23%	+$463K	0.44%	46
2025 Q3	$2.09M	Buy	13,484 +4,313	+47%	+$668K	0.38%	56
2025 Q2	$1.27M	Buy	9,171 +269	+3%	+$37.9K	0.27%	80
2025 Q1	$1.38M	Sell	8,902 -1,828	-17%	-$286K	0.34%	63
2024 Q4	$1.56M	Sell	10,730 -4,784	-31%	-$732K	0.21%	84
2024 Q3	$2.29M	Buy	15,514 +3,995	+35%	+$595K	0.37%	52
2024 Q2	$1.8M	Buy	11,519 +10,570	+1,114%	+$1.69M	0.22%	91
2024 Q1	$151K	Sell	949 -11,057	-92%	-$1.67M	0.29%	52
2023 Q4	$1.79M	Buy	12,006 +5,134	+75%	+$776K	0.3%	65
2023 Q3	$1.16M	Sell	6,872 -4,359	-39%	-$704K	0.34%	63
2023 Q2	$1.77M	Buy	+11,231	New	+$1.8M	0.29%	66

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return