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	-1,500	Closed	-$233K	–	278
2025 Q3	$233K	Buy	+1,500	New	+$232K	0.12%	108
2025 Q2	–	Sell	-12,600	Closed	-$2.11M	–	91
2025 Q1	$2.11M	Buy	12,600 +9,300	+282%	+$1.46M	0.6%	35
2024 Q4	$478K	Buy	+3,300	New	+$505K	0.23%	106

Other funds holding CVX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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. 3,963 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.
3,963 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.