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Vantage Wealth’s Chevron CVX Stock Holding History

Vantage Wealth’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 		$18.6M Sell
122,295
-1,260
-1% -$192K 4.03% 17
2025
Q3 		$19.2M Sell
123,555
-1,945
-2% -$301K 4.17% 13
2025
Q2 		$18M Buy
125,500
+635
+0.5% +$89.5K 4.07% 18
2025
Q1 		$20.9M Sell
124,865
-235
-0.2% -$36.8K 4.72% 3
2024
Q4 		$18.1M Buy
125,100
+14,404
+13% +$2.2M 3.9% 15
2024
Q3 		$16.3M Sell
110,696
-840
-0.8% -$125K 3.53% 21
2024
Q2 		$17.4M Sell
111,536
-385
-0.3% -$61.4K 4.02% 13
2024
Q1 		$17.7M Sell
111,921
-12,371
-10% -$1.87M 4.12% 13
2023
Q4 		$18.5M Buy
124,292
+27,292
+28% +$4.13M 4.08% 14
2023
Q3 		$16.4M Buy
97,000
+1,745
+2% +$282K 4.1% 10
2023
Q2 		$15M Buy
95,255
+1,800
+2% +$289K 3.85% 19
2023
Q1 		$15.2M Sell
93,455
-195
-0.2% -$32.7K 4.23% 16
2022
Q4 		$16.8M Buy
93,650
+640
+0.7% +$112K 4.33% 10
2022
Q3 		$13.4M Buy
+93,010
New +$14.2M 3.68% 21
2020
Q1 		– Sell
-2,800
Closed -$337K – 31
2019
Q4 		$337K Buy
+2,800
New +$330K 0.13% 29
2015
Q3 		– Sell
-57,355
Closed -$5.53M – 27
2015
Q2 		$5.53M Sell
57,355
-1,475
-3% -$155K 3.21% 24
2015
Q1 		$6.18M Buy
58,830
+3,030
+5% +$323K 3.58% 20
2014
Q4 		$6.26M Buy
55,800
+10,370
+23% +$1.18M 3.66% 18
2014
Q3 		$5.42M Buy
45,430
+950
+2% +$121K 3.47% 21
2014
Q2 		$5.56M Buy
44,480
+800
+2% +$99.5K 3.69% 19
2014
Q1 		$5.19M Buy
43,680
+1,975
+5% +$230K 3.32% 21
2013
Q4 		$5.21M Buy
41,705
+900
+2% +$109K 3.37% 22
2013
Q3 		$4.96M Sell
40,805
-395
-1% -$48.6K 3.91% 15
2013
Q2 		$4.88M Buy
+41,200
New +$4.98M 3.88% 16

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

Vantage Wealth's CVX Position: Q4 2025 in Review

Vantage Wealth reduced its Chevron (CVX) stake by 1% in Q4 2025, selling an estimated $192K and leaving 122,295 shares worth $18.6M. The position accounts for 4.03% of the portfolio, ranked #17.

Vantage Wealth first reported a position in CVX in Q2 2013 and has held it in 24 quarters since. The position peaked at $20.9M in Q1 2025. 3,963 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Vantage Wealth held 122,295 shares of Chevron worth $18.6M as of Q4 2025.
  • Vantage Wealth sold 1,260 Chevron shares in Q4 2025, an estimated $192K.
  • Chevron made up 4.03% of Vantage Wealth's portfolio in Q4 2025, its #17 holding.
  • Vantage Wealth first reported a position in Chevron in Q2 2013 and has held it in 24 quarters since.
  • Vantage Wealth's Chevron position peaked at $20.9M in Q1 2025.
  • 3,963 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Vantage Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.