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Valley Forge Investment Consultants’s Chevron CVX Stock Holding History

Valley Forge Investment Consultants’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 		– Sell
-100
Closed -$14.3K – 88
2025
Q2 		$14.3K Hold
100
– – ﹤0.01% 90
2025
Q1 		$16.7K Hold
100
– – 0.01% 81
2024
Q4 		$14.5K Sell
100
-380
-79% -$58.2K 0.01% 82
2024
Q3 		$70.7K Buy
480
+300
+167% +$44.7K 0.02% 77
2024
Q2 		$28.2K Hold
180
– – 0.01% 77
2024
Q1 		$28.4K Hold
180
– – 0.01% 79
2023
Q4 		$26.8K Hold
180
– – 0.01% 74
2023
Q3 		$30.4K Buy
180
+80
+80% +$12.9K 0.01% 74
2023
Q2 		$15.7K Hold
100
– – 0.01% 65
2023
Q1 		$16.3K Hold
100
– – 0.01% 65
2022
Q4 		$17.9K Hold
100
– – 0.01% 70
2022
Q3 		$14K Hold
100
– – 0.01% 75
2022
Q2 		$14K Hold
100
– – 0.01% 75
2022
Q1 		$16K Hold
100
– – 0.01% 84
2021
Q4 		$12K Hold
100
– – 0.01% 80
2021
Q3 		$10K Hold
100
– – 0.01% 76
2021
Q2 		$10K Buy
+100
New +$10.6K 0.01% 77
2021
Q1 		– Sell
-111
Closed -$9K – 69
2020
Q4 		$9K Buy
+111
New +$8.99K 0.01% 64

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

Valley Forge Investment Consultants's CVX Position: Q3 2025 in Review

Valley Forge Investment Consultants sold out of Chevron (CVX) in Q3 2025, closing a stake of 100 shares — an estimated $14.3K sold.

Valley Forge Investment Consultants first reported a position in CVX in Q4 2020 and held it in 18 quarters. The position peaked at $70.7K in Q3 2024. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Valley Forge Investment Consultants reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 100 Chevron shares in Q3 2025, an estimated $14.3K.
  • Valley Forge Investment Consultants first reported a position in Chevron in Q4 2020 and held it in 18 quarters.
  • Valley Forge Investment Consultants's Chevron position peaked at $70.7K in Q3 2024.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Valley Forge Investment Consultants's 13F filing for Q3 2025, filed 17 Oct 2025.