1858 Wealth Management’s Chevron CVX Stock Holding History

1858 Wealth 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 Q2	–	Sell	-1,290	Closed	-$216K	–	120
2025 Q1	$216K	Buy	+1,290	New	+$202K	0.18%	108
2024 Q3	–	Sell	-1,395	Closed	-$218K	–	127
2024 Q2	$218K	Buy	1,395 +6	+0.4%	+$957	0.18%	109
2024 Q1	$207K	Hold	1,389	–	–	0.2%	115
2023 Q4	$207K	Buy	+1,389	New	+$210K	0.2%	115

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1858 Wealth Management's CVX Position: Q2 2025 in Review

1858 Wealth Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,290 shares — an estimated $216K sold.

1858 Wealth Management first reported a position in CVX in Q4 2023 and held it in 4 quarters. The position peaked at $218K in Q2 2024. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

1858 Wealth Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
1858 Wealth Management sold 1,290 Chevron shares in Q2 2025, an estimated $216K.
1858 Wealth Management first reported a position in Chevron in Q4 2023 and held it in 4 quarters.
1858 Wealth Management's Chevron position peaked at $218K in Q2 2024.
3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on 1858 Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.