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Vantage Financial Partners (Wisconsin)’s Chevron CVX Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$269K Sell
1,767
-92
-5% -$14K 0.05% 173
2025
Q3 		$289K Sell
1,859
-161
-8% -$24.9K 0.06% 166
2025
Q2 		$289K Buy
2,020
+99
+5% +$14K 0.07% 155
2025
Q1 		$321K Sell
1,921
-3
-0.2% -$470 0.08% 134
2024
Q4 		$279K Buy
+1,924
New +$294K 0.07% 143

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

Vantage Financial Partners (Wisconsin)'s CVX Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Chevron (CVX) stake by 4.9% in Q4 2025, selling an estimated $14K and leaving 1,767 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #173.

Vantage Financial Partners (Wisconsin) first reported a position in CVX in Q4 2024 and has held it in 5 quarters since. The position peaked at $321K in Q1 2025. 3,980 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 1,767 shares of Chevron worth $269K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 92 Chevron shares in Q4 2025, an estimated $14K.
  • Chevron made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #173 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Chevron in Q4 2024 and has held it in 5 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Chevron position peaked at $321K in Q1 2025.
  • 3,980 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.