Vista Cima Wealth Management’s Chevron CVX Stock Holding History

Vista Cima Wealth Management’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	-2,858	Closed	-$444K	–	57
2025 Q3	$444K	Buy	+2,858	New	+$443K	0.37%	56

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vista Cima Wealth Management's CVX Position: Q4 2025 in Review

Vista Cima Wealth Management sold out of Chevron (CVX) in Q4 2025, closing a stake of 2,858 shares — an estimated $444K sold.

Vista Cima Wealth Management first reported a position in CVX in Q3 2025 and held it in 1 quarter. The position peaked at $444K in Q3 2025. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

Vista Cima Wealth Management reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
Vista Cima Wealth Management sold 2,858 Chevron shares in Q4 2025, an estimated $444K.
Vista Cima Wealth Management first reported a position in Chevron in Q3 2025 and held it in 1 quarter.
Vista Cima Wealth Management's Chevron position peaked at $444K in Q3 2025.
3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Vista Cima Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.