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Yeomans Consulting Group’s Chevron CVX Stock Holding History

Yeomans Consulting Group’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 		$276K Sell
1,808
-112
-6% -$17.1K 0.08% 102
2025
Q3 		$297K Buy
1,920
+50
+3% +$7.74K 0.1% 88
2025
Q2 		$272K Sell
1,870
-125
-6% -$17.6K 0.11% 91
2025
Q1 		$334K Sell
1,995
-1,862
-48% -$291K 0.13% 48
2024
Q4 		$559K Sell
3,857
-1,262
-25% -$193K 0.21% 44
2024
Q3 		$754K Sell
5,119
-21
-0.4% -$3.13K 0.28% 36
2024
Q2 		$804K Buy
5,140
+3,771
+275% +$601K 0.31% 37
2024
Q1 		$216K Sell
1,369
-469
-26% -$70.8K 0.09% 72
2023
Q4 		$274K Buy
+1,838
New +$278K 0.14% 55

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

Yeomans Consulting Group's CVX Position: Q4 2025 in Review

Yeomans Consulting Group reduced its Chevron (CVX) stake by 5.8% in Q4 2025, selling an estimated $17.1K and leaving 1,808 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #102.

Yeomans Consulting Group first reported a position in CVX in Q4 2023 and has held it in 9 quarters since. The position peaked at $804K in Q2 2024. 3,980 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Yeomans Consulting Group held 1,808 shares of Chevron worth $276K as of Q4 2025.
  • Yeomans Consulting Group sold 112 Chevron shares in Q4 2025, an estimated $17.1K.
  • Chevron made up 0.08% of Yeomans Consulting Group's portfolio in Q4 2025, its #102 holding.
  • Yeomans Consulting Group first reported a position in Chevron in Q4 2023 and has held it in 9 quarters since.
  • Yeomans Consulting Group's Chevron position peaked at $804K in Q2 2024.
  • 3,980 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.