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AAF Wealth Management’s Chevron CVX Stock Holding History

AAF 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
-1,827
Closed -$306K – 49
2025
Q1 		$306K Sell
1,827
-19
-1% -$2.97K 0.17% 34
2024
Q4 		$267K Hold
1,846
– – 0.13% 36
2024
Q3 		$272K Sell
1,846
-458
-20% -$68.2K 0.14% 36
2024
Q2 		$360K Buy
2,304
+2
+0.1% +$319 0.19% 34
2024
Q1 		$363K Sell
2,302
-226
-9% -$34.1K 0.2% 32
2023
Q4 		$377K Sell
2,528
-7
-0.3% -$1.06K 0.22% 33
2023
Q3 		$427K Sell
2,535
-55
-2% -$8.88K 0.27% 29
2023
Q2 		$408K Buy
2,590
+97
+4% +$15.6K 0.25% 30
2023
Q1 		$407K Buy
2,493
+320
+15% +$53.6K 0.27% 30
2022
Q4 		$390K Buy
2,173
+729
+50% +$127K 0.28% 26
2022
Q3 		$208K Buy
+1,444
New +$220K 0.17% 35

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AAF Wealth Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,827 shares — an estimated $306K sold.

AAF Wealth Management first reported a position in CVX in Q3 2022 and held it in 11 quarters. The position peaked at $427K in Q3 2023. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • AAF Wealth Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • AAF Wealth Management sold 1,827 Chevron shares in Q2 2025, an estimated $306K.
  • AAF Wealth Management first reported a position in Chevron in Q3 2022 and held it in 11 quarters.
  • AAF Wealth Management's Chevron position peaked at $427K in Q3 2023.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on AAF Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.