SIMA Wealth Partners’s Chevron CVX Stock Holding History

SIMA Wealth 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	–	Sell	-7	Closed	-$1.09K	–	136
2025 Q3	$1.09K	Buy	+7	New	+$1.08K	﹤0.01%	157
2024 Q3	–	Sell	-7	Closed	-$1.09K	–	151
2024 Q2	$1.09K	Buy	+7	New	+$1.12K	﹤0.01%	162

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

SIMA Wealth Partners's CVX Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Chevron (CVX) in Q4 2025, closing a stake of 7 shares — an estimated $1.09K sold.

SIMA Wealth Partners first reported a position in CVX in Q2 2024 and held it in 2 quarters. The position peaked at $1.09K in Q2 2024. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

SIMA Wealth Partners reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 7 Chevron shares in Q4 2025, an estimated $1.09K.
SIMA Wealth Partners first reported a position in Chevron in Q2 2024 and held it in 2 quarters.
SIMA Wealth Partners's Chevron position peaked at $1.09K in Q2 2024.
3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.