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Vertex Planning Partners’s Chevron CVX Stock Holding History

Vertex Planning Partners’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 		– Sell
-3,537
Closed -$549K – 136
2025
Q3 		$549K Buy
3,537
+73
+2% +$11.3K 0.11% 104
2025
Q2 		$496K Sell
3,464
-123
-3% -$17.3K 0.1% 108
2025
Q1 		$600K Buy
3,587
+40
+1% +$6.26K 0.13% 85
2024
Q4 		$514K Buy
3,547
+135
+4% +$20.7K 0.11% 102
2024
Q3 		$502K Sell
3,412
-42
-1% -$6.25K 0.12% 89
2024
Q2 		$540K Buy
3,454
+68
+2% +$10.8K 0.14% 77
2024
Q1 		$534K Sell
3,386
-259
-7% -$39.1K 0.15% 84
2023
Q4 		$544K Buy
+3,645
New +$551K 0.16% 74
2023
Q1 		– Sell
-2,110
Closed -$379K – 129
2022
Q4 		$379K Buy
+2,110
New +$368K 0.15% 87

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

Vertex Planning Partners's CVX Position: Q4 2025 in Review

Vertex Planning Partners sold out of Chevron (CVX) in Q4 2025, closing a stake of 3,537 shares — an estimated $549K sold.

Vertex Planning Partners first reported a position in CVX in Q4 2022 and held it in 9 quarters. The position peaked at $600K in Q1 2025. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Vertex Planning Partners reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 3,537 Chevron shares in Q4 2025, an estimated $549K.
  • Vertex Planning Partners first reported a position in Chevron in Q4 2022 and held it in 9 quarters.
  • Vertex Planning Partners's Chevron position peaked at $600K in Q1 2025.
  • 3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.