SS&H Financial Advisors’s Chevron CVX Stock Holding History

SS&H Financial 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	$1.54M	Buy	10,112 +700	+7%	+$107K	0.45%	56
2025 Q3	$1.46M	Buy	9,412 +100	+1%	+$15.5K	0.44%	55
2025 Q2	$1.33M	Sell	9,312 -400	-4%	-$56.4K	0.45%	52
2025 Q1	$1.63M	Buy	9,712 +4	+0%	+$626	0.61%	46
2024 Q4	$1.41M	Buy	9,708 +258	+3%	+$39.5K	0.51%	49
2024 Q3	$1.39M	Buy	9,450 +470	+5%	+$70K	0.51%	50
2024 Q2	$1.4M	Hold	8,980	–	–	0.55%	49
2024 Q1	$1.42M	Hold	8,980	–	–	0.59%	46
2023 Q4	$1.34M	Sell	8,980 -926	-9%	-$140K	0.57%	48
2023 Q3	$1.67M	Buy	+9,906	New	+$1.6M	0.78%	37
2023 Q1	$1.7M	Sell	10,430 -200	-2%	-$33.5K	0.78%	37
2022 Q4	$1.91M	Buy	10,630 +50	+0.5%	+$8.72K	0.91%	33
2022 Q3	$1.52M	Sell	10,580 -25	-0.2%	-$3.81K	0.79%	35
2022 Q2	$1.53M	Sell	10,605 -227	-2%	-$37.5K	0.71%	39
2022 Q1	$1.76M	Buy	+10,832	New	+$1.55M	0.69%	42

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

SS&H Financial Advisors's CVX Position: Q4 2025 in Review

SS&H Financial Advisors increased its Chevron (CVX) stake by 7.4% in Q4 2025, buying an estimated $107K and bringing the position to 10,112 shares worth $1.54M. The position accounts for 0.45% of the portfolio, ranked #56.

SS&H Financial Advisors first reported a position in CVX in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.91M in Q4 2022. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

SS&H Financial Advisors held 10,112 shares of Chevron worth $1.54M as of Q4 2025.
SS&H Financial Advisors bought 700 Chevron shares in Q4 2025, an estimated $107K.
Chevron made up 0.45% of SS&H Financial Advisors's portfolio in Q4 2025, its #56 holding.
SS&H Financial Advisors first reported a position in Chevron in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Chevron position peaked at $1.91M in Q4 2022.
3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.