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Pineridge Advisors’s Chevron CVX Stock Holding History

Pineridge 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
2025
Q3 		$50.4K Hold
325
– – 0.01% 104
2025
Q2 		$46.5K Buy
325
+1
+0.3% +$141 0.02% 108
2025
Q1 		$54.3K Sell
324
-929
-74% -$145K 0.02% 101
2024
Q4 		$181K Buy
1,253
+929
+287% +$142K 0.07% 56
2024
Q3 		$47.7K Sell
324
-7
-2% -$1.04K 0.02% 139
2024
Q2 		$51.8K Sell
331
-8
-2% -$1.28K 0.02% 138
2024
Q1 		$53.5K Sell
339
-118
-26% -$17.8K 0.02% 132
2023
Q4 		$68.2K Buy
+457
New +$69.1K 0.02% 137

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pineridge Advisors's CVX Position: Q3 2025 in Review

Pineridge Advisors held its Chevron (CVX) position steady in Q3 2025 at 325 shares worth $50.4K. The position accounts for 0.01% of the portfolio, ranked #104.

Pineridge Advisors first reported a position in CVX in Q4 2023 and has held it in 8 quarters since. The position peaked at $181K in Q4 2024. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Pineridge Advisors held 325 shares of Chevron worth $50.4K as of Q3 2025.
  • Pineridge Advisors left its Chevron share count unchanged in Q3 2025.
  • Chevron made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #104 holding.
  • Pineridge Advisors first reported a position in Chevron in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Chevron position peaked at $181K in Q4 2024.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.