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Wilsey Asset Management’s Chevron CVX Stock Holding History

Wilsey Asset 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
-197,824
Closed -$30.7M – 31
2025
Q3 		$30.7M Sell
197,824
-4,349
-2% -$674K 5.63% 9
2025
Q2 		$28.9M Buy
202,173
+1,532
+0.8% +$216K 5.33% 11
2025
Q1 		$33.6M Buy
200,641
+771
+0.4% +$121K 6.73% 6
2024
Q4 		$28.9M Buy
199,870
+4,480
+2% +$686K 5.37% 10
2024
Q3 		$28.8M Buy
+195,390
New +$29.1M 5.28% 13
2017
Q2 		– Sell
-23,042
Closed -$2.48M – 19
2017
Q1 		$2.48M Sell
23,042
-672
-3% -$75.4K 1.73% 19
2016
Q4 		$2.77M Sell
23,714
-43
-0.2% -$4.68K 1.96% 19
2016
Q3 		$2.41M Buy
23,757
+9,349
+65% +$955K 1.86% 19
2016
Q2 		$1.51M Sell
14,408
-574
-4% -$57.7K 1.08% 22
2016
Q1 		$1.43M Buy
+14,982
New +$1.31M 1% 21

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 $336B AUM 34.66% 1-Year Est. Return

Wilsey Asset Management's CVX Position: Q4 2025 in Review

Wilsey Asset Management sold out of Chevron (CVX) in Q4 2025, closing a stake of 197,824 shares — an estimated $30.7M sold.

Wilsey Asset Management first reported a position in CVX in Q1 2016 and held it in 10 quarters. The position peaked at $33.6M in Q1 2025. 3,964 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Wilsey Asset Management reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Wilsey Asset Management sold 197,824 Chevron shares in Q4 2025, an estimated $30.7M.
  • Wilsey Asset Management first reported a position in Chevron in Q1 2016 and held it in 10 quarters.
  • Wilsey Asset Management's Chevron position peaked at $33.6M in Q1 2025.
  • 3,964 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Wilsey Asset Management's 13F filing for Q4 2025, filed 7 Jan 2026.