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Stonegate Investment Group’s Chevron CVX Stock Holding History

Stonegate Investment 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 		$123M Sell
792,965
-4,221
-0.5% -$654K 2.86% 8
2025
Q2 		$114M Buy
797,186
+7,087
+0.9% +$999K 2.87% 9
2025
Q1 		$132M Buy
790,099
+9,795
+1% +$1.53M 3.53% 7
2024
Q4 		$113M Sell
780,304
-6,777
-0.9% -$1.04M 3.02% 8
2024
Q3 		$116M Buy
787,081
+15,925
+2% +$2.37M 3.05% 8
2024
Q2 		$121M Buy
771,156
+6,492
+0.8% +$1.04M 3.49% 6
2024
Q1 		$121M Buy
764,664
+8,301
+1% +$1.25M 3.78% 5
2023
Q4 		$113M Sell
756,363
-1,334
-0.2% -$202K 3.73% 5
2023
Q3 		$128M Sell
757,697
-8,809
-1% -$1.42M 4.64% 3
2023
Q2 		$121M Buy
766,506
+1,792
+0.2% +$287K 4.29% 3
2023
Q1 		$125M Buy
764,714
+10,806
+1% +$1.81M 4.68% 3
2022
Q4 		$135M Sell
753,908
-7,939
-1% -$1.39M 5.84% 1
2022
Q3 		$109M Buy
761,847
+2,397
+0.3% +$366K 5.02% 3
2022
Q2 		$110M Buy
759,450
+30,762
+4% +$5.08M 4.82% 3
2022
Q1 		$119M Buy
728,688
+5,642
+0.8% +$809K 3.9% 4
2021
Q4 		$84.8M Buy
+723,046
New +$82.1M 3.56% 5

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

Stonegate Investment Group's CVX Position: Q3 2025 in Review

Stonegate Investment Group reduced its Chevron (CVX) stake by 0.53% in Q3 2025, selling an estimated $654K and leaving 792,965 shares worth $123M. The position accounts for 2.86% of the portfolio, ranked #8.

Stonegate Investment Group first reported a position in CVX in Q4 2021 and has held it in 16 quarters since. The position peaked at $135M in Q4 2022. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Stonegate Investment Group held 792,965 shares of Chevron worth $123M as of Q3 2025.
  • Stonegate Investment Group sold 4,221 Chevron shares in Q3 2025, an estimated $654K.
  • Chevron made up 2.86% of Stonegate Investment Group's portfolio in Q3 2025, its #8 holding.
  • Stonegate Investment Group first reported a position in Chevron in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Chevron position peaked at $135M in Q4 2022.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.