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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
2022
Q1 		– Hold
0
– -$352K – 590
2021
Q4 		– Hold
0
– – – 57

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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. 3,962 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.
  • 3,962 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.