Sterling Financial Group’s Chevron CVX Stock Holding History

Sterling Financial 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	$717K	Buy	4,620 +493	+12%	+$76.4K	0.23%	40
2025 Q2	$591K	Sell	4,127 -124	-3%	-$17.5K	0.2%	41
2025 Q1	$711K	Sell	4,251 -294	-6%	-$46K	0.26%	36
2024 Q4	$658K	Sell	4,545 -16	-0.4%	-$2.45K	0.24%	39
2024 Q3	$672K	Hold	4,561	–	–	0.29%	34
2024 Q2	$713K	Hold	4,561	–	–	0.32%	32
2024 Q1	$719K	Buy	4,561 +192	+4%	+$29K	0.34%	32
2023 Q4	$652K	Sell	4,369 -30	-0.7%	-$4.54K	0.39%	35
2023 Q3	$742K	Buy	4,399 +43	+1%	+$6.95K	0.47%	25
2023 Q2	$685K	Sell	4,356 -23	-0.5%	-$3.69K	0.45%	24
2023 Q1	$786K	Hold	4,379	–	–	0.6%	24
2022 Q4	$786K	Buy	+4,379	New	+$764K	0.6%	24

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sterling Financial Group's CVX Position: Q3 2025 in Review

Sterling Financial Group increased its Chevron (CVX) stake by 12% in Q3 2025, buying an estimated $76.4K and bringing the position to 4,620 shares worth $717K. The position accounts for 0.23% of the portfolio, ranked #40.

Sterling Financial Group first reported a position in CVX in Q4 2022 and has held it in 12 quarters since. The position peaked at $786K in Q1 2023. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

Sterling Financial Group held 4,620 shares of Chevron worth $717K as of Q3 2025.
Sterling Financial Group bought 493 Chevron shares in Q3 2025, an estimated $76.4K.
Chevron made up 0.23% of Sterling Financial Group's portfolio in Q3 2025, its #40 holding.
Sterling Financial Group first reported a position in Chevron in Q4 2022 and has held it in 12 quarters since.
Sterling Financial Group's Chevron position peaked at $786K in Q1 2023.
3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.