SIMG
CVX icon

Sonora Investment Management Group’s Chevron CVX Stock Holding History

Sonora Investment Management 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
Q3 		$14.4M Buy
92,877
+1,792
+2% +$278K 1.02% 32
2025
Q2 		$13M Buy
91,085
+3,685
+4% +$519K 0.97% 35
2025
Q1 		$14.6M Buy
87,400
+4,257
+5% +$666K 1.16% 30
2024
Q4 		$12M Buy
83,143
+6,154
+8% +$942K 0.92% 37
2024
Q3 		$11.3M Buy
76,989
+10,668
+16% +$1.59M 0.84% 46
2024
Q2 		$10.5M Hold
66,321
– – 0.82% 45
2024
Q1 		$10.5M Buy
66,321
+7,415
+13% +$1.12M 0.82% 45
2023
Q4 		$8.79M Buy
58,906
+13,284
+29% +$2.01M 0.71% 51
2023
Q3 		$7.69M Buy
45,622
+2,249
+5% +$363K 0.66% 55
2023
Q2 		$6.82M Buy
43,373
+3,888
+10% +$623K 0.57% 61
2023
Q1 		$6.44M Buy
39,485
+981
+3% +$164K 0.56% 68
2022
Q4 		$6.91M Buy
38,504
+1,931
+5% +$337K 0.63% 64
2022
Q3 		$5.29M Hold
36,573
– – 0.68% 55
2022
Q2 		$5.29M Buy
36,573
+2,429
+7% +$402K 0.5% 74
2022
Q1 		$5.56M Buy
34,144
+2,614
+8% +$375K 0.63% 59
2021
Q4 		$3.7M Buy
+31,530
New +$3.58M 0.43% 70

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

Sonora Investment Management Group's CVX Position: Q3 2025 in Review

Sonora Investment Management Group increased its Chevron (CVX) stake by 2% in Q3 2025, buying an estimated $278K and bringing the position to 92,877 shares worth $14.4M. The position accounts for 1.02% of the portfolio, ranked #32.

Sonora Investment Management Group first reported a position in CVX in Q4 2021 and has held it in 16 quarters since. The position peaked at $14.6M in Q1 2025. 3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Sonora Investment Management Group held 92,877 shares of Chevron worth $14.4M as of Q3 2025.
  • Sonora Investment Management Group bought 1,792 Chevron shares in Q3 2025, an estimated $278K.
  • Chevron made up 1.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #32 holding.
  • Sonora Investment Management Group first reported a position in Chevron in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Chevron position peaked at $14.6M in Q1 2025.
  • 3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.