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Aquire Wealth Advisors’s Chevron CVX Stock Holding History

Aquire 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
2025
Q2 		– Sell
-1,302
Closed -$218K – 48
2025
Q1 		$218K Buy
+1,302
New +$204K 0.07% 47
2024
Q3 		– Sell
-1,302
Closed -$204K – 47
2024
Q2 		$204K Hold
1,302
– – 0.07% 40
2024
Q1 		$205K Buy
+1,302
New +$196K 0.07% 44
2023
Q4 		– Sell
-1,302
Closed -$220K – 41
2023
Q3 		$220K Sell
1,302
-40
-3% -$6.46K 0.09% 36
2023
Q2 		$211K Hold
1,342
– – 0.08% 37
2023
Q1 		$219K Hold
1,342
– – 0.1% 35
2022
Q4 		$241K Buy
+1,342
New +$234K 0.12% 31
2022
Q1 		– Sell
-59
Closed -$7K – 81
2021
Q4 		$7K Buy
+59
New +$6.7K ﹤0.01% 135

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 $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aquire Wealth Advisors's CVX Position: Q2 2025 in Review

Aquire Wealth Advisors sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,302 shares — an estimated $218K sold.

Aquire Wealth Advisors first reported a position in CVX in Q4 2021 and held it in 8 quarters. The position peaked at $241K in Q4 2022. 3,704 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Aquire Wealth Advisors reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Aquire Wealth Advisors sold 1,302 Chevron shares in Q2 2025, an estimated $218K.
  • Aquire Wealth Advisors first reported a position in Chevron in Q4 2021 and held it in 8 quarters.
  • Aquire Wealth Advisors's Chevron position peaked at $241K in Q4 2022.
  • 3,704 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Aquire Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.