Aaron Wealth Advisors’s Chevron CVX Stock Holding History

Aaron Wealth Advisors’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
2026 Q1	$3.89M	Sell	18,811 -1,292	-6%	-$236K	0.22%	53
2025 Q4	$3.06M	Buy	20,103 +3,066	+18%	+$467K	0.17%	80
2025 Q3	$2.65M	Buy	17,037 +9,782	+135%	+$1.51M	0.16%	76
2025 Q2	$1.04M	Sell	7,255 -1,968	-21%	-$277K	0.11%	129
2025 Q1	$1.54M	Buy	9,223 +363	+4%	+$56.8K	0.18%	79
2024 Q4	$1.28M	Buy	8,860 +1,609	+22%	+$246K	0.15%	88
2024 Q3	$1.07M	Buy	7,251 +528	+8%	+$78.6K	0.13%	113
2024 Q2	$1.05M	Buy	6,723 +117	+2%	+$18.7K	0.15%	95
2024 Q1	$1.04M	Buy	6,606 +2,285	+53%	+$345K	0.15%	90
2023 Q4	$644K	Sell	4,321 -415	-9%	-$62.8K	0.11%	116
2023 Q3	$799K	Buy	4,736 +437	+10%	+$70.6K	0.1%	105
2023 Q2	$676K	Sell	4,299 -14	-0.3%	-$2.25K	0.09%	130
2023 Q1	$704K	Buy	4,313 +812	+23%	+$136K	0.1%	121
2022 Q4	$628K	Buy	3,501 +1,938	+124%	+$338K	0.09%	131
2022 Q3	$225K	Buy	+1,563	New	+$238K	0.04%	190
2022 Q2	–	Sell	-124,402	Closed	-$764K	–	343
2022 Q1	$764K	Buy	+124,402	New	+$17.8M	0.01%	406

Other funds holding CVX

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return