Safe Harbor Wealth Advisors’s Chevron CVX Stock Holding History

Safe Harbor Wealth 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 Q4	$491K	Buy	+2,694	New	+$410K	0.48%	39

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Safe Harbor Wealth Advisors's CVX Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Chevron (CVX) in Q4 2025: 2,694 shares worth $491K. The stake represents 0.48% of the portfolio and ranks #39 among its holdings.

3,980 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

Safe Harbor Wealth Advisors held 2,694 shares of Chevron worth $491K as of Q4 2025.
Chevron was a new Safe Harbor Wealth Advisors position in Q4 2025.
Chevron made up 0.48% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #39 holding.
3,980 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.