XY Capital’s Chevron CVX Stock Holding History

XY Capital’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	-234	Closed	-$36.3K	–	279
2025 Q3	$36.3K	Buy	+234	New	+$36.2K	0.02%	152
2025 Q1	–	Sell	-287	Closed	-$44.9K	–	224
2024 Q4	$41.6K	Buy	+287	New	+$43.9K	0.02%	177
2023 Q2	–	Sell	-3,085	Closed	-$503K	–	111
2023 Q1	$503K	Buy	+3,085	New	+$517K	0.2%	80

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

XY Capital's CVX Position: Q4 2025 in Review

XY Capital sold out of Chevron (CVX) in Q4 2025, closing a stake of 234 shares — an estimated $36.3K sold.

XY Capital first reported a position in CVX in Q1 2023 and held it in 3 quarters. The position peaked at $503K in Q1 2023. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

XY Capital reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
XY Capital sold 234 Chevron shares in Q4 2025, an estimated $36.3K.
XY Capital first reported a position in Chevron in Q1 2023 and held it in 3 quarters.
XY Capital's Chevron position peaked at $503K in Q1 2023.
3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on XY Capital's 13F filing for Q4 2025, filed 12 Feb 2026.