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Vishria Bird Financial Group’s Chevron CVX Stock Holding History

Vishria Bird Financial 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 		$821K Buy
5,285
+65
+1% +$10.1K 0.16% 51
2025
Q2 		$747K Hold
5,220
– – 0.25% 41
2025
Q1 		$873K Hold
5,220
– – 0.3% 37
2024
Q4 		$756K Sell
5,220
-299
-5% -$45.8K 0.26% 41
2024
Q3 		$813K Sell
5,519
-122
-2% -$18.2K 0.31% 35
2024
Q2 		$882K Hold
5,641
– – 0.37% 31
2024
Q1 		$890K Hold
5,641
– – 0.38% 31
2023
Q4 		$841K Sell
5,641
-602
-10% -$91K 0.4% 30
2023
Q3 		$1.05M Buy
6,243
+208
+3% +$33.6K 0.6% 25
2023
Q2 		$950K Hold
6,035
– – 0.56% 25
2023
Q1 		$985K Sell
6,035
-98
-2% -$16.4K 0.63% 25
2022
Q4 		$1.1M Hold
6,133
– – 0.77% 24
2022
Q3 		$881K Hold
6,133
– – 0.59% 27
2022
Q2 		$888K Hold
6,133
– – 0.59% 24
2022
Q1 		$999K Sell
6,133
-2,001
-25% -$287K 0.55% 25
2021
Q4 		$955K Hold
8,134
– – 0.44% 28
2021
Q3 		$825K Buy
8,134
+6,116
+303% +$610K 0.43% 33
2021
Q2 		$211K Sell
2,018
-346
-15% -$36.5K 0.1% 57
2021
Q1 		$248K Buy
+2,364
New +$231K 0.14% 48
2020
Q3 		– Sell
-2,364
Closed -$211K – 46
2020
Q2 		$211K Sell
2,364
-38,906
-94% -$3.48M 0.17% 38
2020
Q1 		$2.99M Buy
41,270
+38,774
+1,553% +$3.83M 3.13% 16
2019
Q4 		$301K Hold
2,496
– – 0.29% 31
2019
Q3 		$296K Sell
2,496
-60
-2% -$7.29K 0.34% 34
2019
Q2 		$318K Buy
2,556
+60
+2% +$7.25K 0.32% 34
2019
Q1 		$307K Hold
2,496
– – 0.31% 36
2018
Q4 		$272K Hold
2,496
– – 0.3% 36
2018
Q3 		$305K Hold
2,496
– – 0.26% 34
2018
Q2 		$316K Buy
+2,496
New +$310K 0.29% 32

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

Vishria Bird Financial Group's CVX Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Chevron (CVX) stake by 1.2% in Q3 2025, buying an estimated $10.1K and bringing the position to 5,285 shares worth $821K. The position accounts for 0.16% of the portfolio, ranked #51.

Vishria Bird Financial Group first reported a position in CVX in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.99M in Q1 2020. 3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Vishria Bird Financial Group held 5,285 shares of Chevron worth $821K as of Q3 2025.
  • Vishria Bird Financial Group bought 65 Chevron shares in Q3 2025, an estimated $10.1K.
  • Chevron made up 0.16% of Vishria Bird Financial Group's portfolio in Q3 2025, its #51 holding.
  • Vishria Bird Financial Group first reported a position in Chevron in Q2 2018 and has held it in 28 quarters since.
  • Vishria Bird Financial Group's Chevron position peaked at $2.99M in Q1 2020.
  • 3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.