WIM
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Waverton Investment Management’s Chevron CVX Stock Holding History

Waverton Investment 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
-10,476
Closed -$1.63M – 23
2025
Q3 		$1.63M Buy
10,476
+385
+4% +$59.6K 0.02% 58
2025
Q2 		$1.44M Sell
10,091
-1,020
-9% -$144K 0.02% 63
2025
Q1 		$1.86M Sell
11,111
-231
-2% -$36.2K 0.03% 62
2024
Q4 		$1.64M Sell
11,342
-55
-0.5% -$8.42K 0.03% 61
2024
Q3 		$1.68M Sell
11,397
-44,170
-79% -$6.57M 0.03% 60
2024
Q2 		$8.69M Buy
55,567
+1,791
+3% +$286K 0.16% 48
2024
Q1 		$8.48M Buy
53,776
+225
+0.4% +$34K 0.18% 44
2023
Q4 		$7.99M Sell
53,551
-4,475
-8% -$677K 0.19% 44
2023
Q3 		$9.79M Sell
58,026
-181,267
-76% -$29.3M 0.28% 43
2023
Q2 		$37.6M Buy
239,293
+14,961
+7% +$2.4M 1.07% 25
2023
Q1 		$36.6M Buy
224,332
+19,424
+9% +$3.26M 1.13% 23
2022
Q4 		$36.8M Buy
204,908
+26,857
+15% +$4.69M 1.35% 22
2022
Q3 		$25.6M Buy
178,051
+1,797
+1% +$274K 1.05% 26
2022
Q2 		$25.5M Buy
176,254
+23,251
+15% +$3.84M 0.99% 24
2022
Q1 		$24.9M Buy
153,003
+9,883
+7% +$1.42M 0.84% 27
2021
Q4 		$16.8M Buy
+143,120
New +$16.3M 0.53% 29
2020
Q4 		– Sell
-16,095
Closed -$1.16M – 56
2020
Q3 		$1.16M Sell
16,095
-565,419
-97% -$47.6M 0.06% 48
2020
Q2 		$51.9M Sell
581,514
-45,605
-7% -$4.08M 2.81% 14
2020
Q1 		$45.4M Sell
627,119
-92,825
-13% -$9.17M 2.95% 15
2019
Q4 		$86.8M Buy
719,944
+158
+0% +$18.6K 4.48% 10
2019
Q3 		$85.4M Buy
+719,786
New +$87.4M 4.36% 11

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

Waverton Investment Management's CVX Position: Q4 2025 in Review

Waverton Investment Management sold out of Chevron (CVX) in Q4 2025, closing a stake of 10,476 shares — an estimated $1.63M sold.

Waverton Investment Management first reported a position in CVX in Q3 2019 and held it in 21 quarters. The position peaked at $86.8M in Q4 2019. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Waverton Investment Management reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 10,476 Chevron shares in Q4 2025, an estimated $1.63M.
  • Waverton Investment Management first reported a position in Chevron in Q3 2019 and held it in 21 quarters.
  • Waverton Investment Management's Chevron position peaked at $86.8M in Q4 2019.
  • 3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.