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Stephens Consulting’s Chevron CVX Stock Holding History

Stephens Consulting’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 		$91.8K Buy
602
+147
+32% +$22.4K 0.03% 106
2025
Q3 		$70.7K Sell
455
-51
-10% -$7.9K 0.02% 117
2025
Q2 		$72.5K Buy
506
+43
+9% +$6.06K 0.02% 161
2025
Q1 		$77.5K Hold
463
– – 0.02% 153
2024
Q4 		$67.1K Sell
463
-32
-6% -$4.9K 0.02% 167
2024
Q3 		$72.9K Sell
495
-67
-12% -$9.97K 0.02% 158
2024
Q2 		$87.9K Buy
562
+107
+24% +$17.1K 0.03% 141
2024
Q1 		$71.8K Hold
455
– – 0.02% 146
2023
Q4 		$67.9K Hold
455
– – 0.02% 150
2023
Q3 		$76.7K Sell
455
-21
-4% -$3.39K 0.03% 129
2023
Q2 		$74.9K Sell
476
-25
-5% -$4.01K 0.03% 128
2023
Q1 		$81.7K Sell
501
-17
-3% -$2.85K 0.05% 126
2022
Q4 		$93K Sell
518
-126
-20% -$22K 0.06% 110
2022
Q3 		$92.5K Buy
644
+32
+5% +$4.88K 0.08% 108
2022
Q2 		$88.6K Hold
612
– – 0.07% 115
2022
Q1 		$99.7K Sell
612
-52
-8% -$7.46K 0.08% 125
2021
Q4 		$77.9K Buy
+664
New +$75.4K 0.06% 164

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Stephens Consulting's CVX Position: Q4 2025 in Review

Stephens Consulting increased its Chevron (CVX) stake by 32% in Q4 2025, buying an estimated $22.4K and bringing the position to 602 shares worth $91.8K. The position accounts for 0.03% of the portfolio, ranked #106.

Stephens Consulting first reported a position in CVX in Q4 2021 and has held it in 17 quarters since. The position peaked at $99.7K in Q1 2022. 3,980 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Stephens Consulting held 602 shares of Chevron worth $91.8K as of Q4 2025.
  • Stephens Consulting bought 147 Chevron shares in Q4 2025, an estimated $22.4K.
  • Chevron made up 0.03% of Stephens Consulting's portfolio in Q4 2025, its #106 holding.
  • Stephens Consulting first reported a position in Chevron in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Chevron position peaked at $99.7K in Q1 2022.
  • 3,980 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.