AFWM
CVX icon

Abich Financial Wealth Management’s Chevron CVX Stock Holding History

Abich Financial 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
Q3 		$576K Buy
+3,710
New +$575K 0.21% 28
2024
Q3 		$124K Sell
842
-1,888
-69% -$281K 0.28% 36
2024
Q2 		$427K Buy
2,730
+1,315
+93% +$210K 0.29% 14
2024
Q1 		$223K Sell
1,415
-598
-30% -$90.2K 0.17% 23
2023
Q4 		$300K Buy
+2,013
New +$304K 0.29% 14

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Abich Financial Wealth Management's CVX Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Chevron (CVX) in Q3 2025: 3,710 shares worth $576K. The stake represents 0.21% of the portfolio and ranks #28 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in CVX as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in CVX in Q4 2023 and has held it in 5 quarters since. 3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Abich Financial Wealth Management held 3,710 shares of Chevron worth $576K as of Q3 2025.
  • Chevron was a new Abich Financial Wealth Management position in Q3 2025.
  • Chevron made up 0.21% of Abich Financial Wealth Management's portfolio in Q3 2025, its #28 holding.
  • Abich Financial Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 5 quarters since.
  • 3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.