AllSquare Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $299K | Hold |
1,928
| – | – | 0.16% | 84 |
|
|
2025
Q2 | $276K | Hold |
1,928
| – | – | 0.16% | 85 |
|
|
2025
Q1 | $323K | Hold |
1,928
| – | – | 0.19% | 73 |
|
|
2024
Q4 | $279K | Hold |
1,928
| – | – | 0.16% | 79 |
|
|
2024
Q3 | $284K | Hold |
1,928
| – | – | 0.16% | 81 |
|
|
2024
Q2 | $302K | Hold |
1,928
| – | – | 0.18% | 78 |
|
|
2024
Q1 | $304K | Buy |
1,928
+30
| +2% | +$4.53K | 0.18% | 78 |
|
|
2023
Q4 | $283K | Hold |
1,898
| – | – | 0.17% | 81 |
|
|
2023
Q3 | $320K | Hold |
1,898
| – | – | 0.21% | 69 |
|
|
2023
Q2 | $291K | Hold |
1,898
| – | – | 0.19% | 75 |
|
|
2023
Q1 | $310K | Hold |
1,898
| – | – | 0.2% | 72 |
|
|
2022
Q4 | $341K | Hold |
1,898
| – | – | 0.23% | 58 |
|
|
2022
Q3 | $273K | Hold |
1,898
| – | – | 0.2% | 67 |
|
|
2022
Q2 | $275K | Hold |
1,898
| – | – | 0.19% | 74 |
|
|
2022
Q1 | $309K | Hold |
1,898
| – | – | 0.19% | 75 |
|
|
2021
Q4 | $223K | Hold |
1,898
| – | – | 0.13% | 92 |
|
|
2021
Q3 | $193K | Hold |
1,898
| – | – | 0.12% | 99 |
|
|
2021
Q2 | $199K | Hold |
1,898
| – | – | 0.12% | 96 |
|
|
2021
Q1 | $199K | Hold |
1,898
| – | – | 0.12% | 92 |
|
|
2020
Q4 | $160K | Hold |
1,898
| – | – | 0.11% | 101 |
|
|
2020
Q3 | $137K | Hold |
1,898
| – | – | 0.1% | 105 |
|
|
2020
Q2 | $169K | Hold |
1,898
| – | – | 0.13% | 85 |
|
|
2020
Q1 | $138K | Hold |
1,898
| – | – | 0.12% | 91 |
|
|
2019
Q4 | $229K | Sell |
1,898
-200
| -10% | -$23.6K | 0.16% | 79 |
|
|
2019
Q3 | $249K | Sell |
2,098
-8
| -0.4% | -$972 | 0.18% | 70 |
|
|
2019
Q2 | $262K | Hold |
2,106
| – | – | 0.2% | 69 |
|
|
2019
Q1 | $259K | Hold |
2,106
| – | – | 0.19% | 67 |
|
|
2018
Q4 | $229K | Hold |
2,106
| – | – | 0.19% | 66 |
|
|
2018
Q3 | $258K | Hold |
2,106
| – | – | 0.19% | 65 |
|
|
2018
Q2 | $266K | Buy |
2,106
+250
| +13% | +$31K | 0.2% | 60 |
|
|
2018
Q1 | $212K | Hold |
1,856
| – | – | 0.17% | 66 |
|
|
2017
Q4 | $232K | Hold |
1,856
| – | – | 0.18% | 62 |
|
|
2017
Q3 | $218K | Buy |
1,856
+1,848
| +23,100% | +$202K | 0.18% | 64 |
|
|
2017
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 167 |
|
|
2017
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 347 |
|
|
2016
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 320 |
|
|
2016
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 304 |
|
|
2016
Q2 | $1K | Sell |
8
-8
| -50% | -$805 | ﹤0.01% | 290 |
|
|
2016
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 275 |
|
|
2015
Q4 | $1K | Sell |
16
-1,108
| -99% | -$99.9K | ﹤0.01% | 292 |
|
|
2015
Q3 | $89K | Hold |
1,124
| – | – | 0.09% | 83 |
|
|
2015
Q2 | $108K | Hold |
1,124
| – | – | 0.1% | 76 |
|
|
2015
Q1 | $118K | Sell |
1,124
-450
| -29% | -$48K | 0.11% | 77 |
|
|
2014
Q4 | $177K | Buy |
+1,574
| New | +$179K | 0.17% | 55 |
|
Other funds holding CVX
AllSquare Wealth Management's CVX Position: Q3 2025 in Review
AllSquare Wealth Management held its Chevron (CVX) position steady in Q3 2025 at 1,928 shares worth $299K. The position accounts for 0.16% of the portfolio, ranked #84.
AllSquare Wealth Management first reported a position in CVX in Q4 2014 and has held it in 44 quarters since. The position peaked at $341K in Q4 2022. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.
- AllSquare Wealth Management held 1,928 shares of Chevron worth $299K as of Q3 2025.
- AllSquare Wealth Management left its Chevron share count unchanged in Q3 2025.
- Chevron made up 0.16% of AllSquare Wealth Management's portfolio in Q3 2025, its #84 holding.
- AllSquare Wealth Management first reported a position in Chevron in Q4 2014 and has held it in 44 quarters since.
- AllSquare Wealth Management's Chevron position peaked at $341K in Q4 2022.
- 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.