SageView Advisory Group’s Chevron CVX Stock Holding History

SageView Advisory 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	$4.62M	Sell	30,328 -6,576	-18%	-$1M	0.16%	81
2025 Q3	$5.73M	Buy	36,904 +18,810	+104%	+$2.91M	0.2%	67
2025 Q2	$2.83M	Buy	18,094 +2,770	+18%	+$390K	0.11%	111
2025 Q1	$2.56M	Buy	15,324 +683	+5%	+$107K	0.11%	103
2024 Q4	$2.12M	Buy	14,641 +2,031	+16%	+$311K	0.09%	118
2024 Q3	$1.86M	Sell	12,610 -6,354	-34%	-$946K	0.09%	121
2024 Q2	$2.97M	Buy	18,964 +3,605	+23%	+$575K	0.14%	93
2024 Q1	$2.42M	Sell	15,359 -7,488	-33%	-$1.13M	0.12%	100
2023 Q4	$3.43M	Buy	22,847 +10,924	+92%	+$1.65M	0.15%	89
2023 Q3	$2.01M	Sell	11,923 -1,388	-10%	-$224K	0.12%	110
2023 Q2	$2.09M	Buy	13,311 +1,044	+9%	+$167K	0.12%	114
2023 Q1	$2M	Buy	12,267 +6,944	+130%	+$1.16M	0.13%	116
2022 Q4	$955K	Buy	+5,323	New	+$929K	0.08%	161

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 $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

SageView Advisory Group's CVX Position: Q4 2025 in Review

SageView Advisory Group reduced its Chevron (CVX) stake by 18% in Q4 2025, selling an estimated $1M and leaving 30,328 shares worth $4.62M. The position accounts for 0.16% of the portfolio, ranked #81.

SageView Advisory Group first reported a position in CVX in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.73M in Q3 2025. 3,963 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

SageView Advisory Group held 30,328 shares of Chevron worth $4.62M as of Q4 2025.
SageView Advisory Group sold 6,576 Chevron shares in Q4 2025, an estimated $1M.
Chevron made up 0.16% of SageView Advisory Group's portfolio in Q4 2025, its #81 holding.
SageView Advisory Group first reported a position in Chevron in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Chevron position peaked at $5.73M in Q3 2025.
3,963 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.