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Atria Wealth Solutions’s Chevron CVX Stock Holding History

Atria Wealth Solutions’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 		$10.8M Sell
74,867
-65,355
-47% -$9.21M 0.24% 89
2025
Q1 		$23.5M Sell
140,222
-29,414
-17% -$4.6M 0.28% 73
2024
Q4 		$24.6M Buy
169,636
+12,285
+8% +$1.88M 0.27% 77
2024
Q3 		$23.2M Sell
157,351
-12,123
-7% -$1.8M 0.25% 85
2024
Q2 		$26.5M Sell
169,474
-17,347
-9% -$2.77M 0.29% 61
2024
Q1 		$29.5M Buy
186,821
+9,474
+5% +$1.43M 0.33% 50
2023
Q4 		$26.5M Buy
177,347
+856
+0.5% +$129K 0.33% 52
2023
Q3 		$29.8M Buy
176,491
+17,775
+11% +$2.87M 0.42% 42
2023
Q2 		$25M Sell
158,716
-327
-0.2% -$52.4K 0.34% 52
2023
Q1 		$25.9M Buy
159,043
+1,732
+1% +$290K 0.38% 45
2022
Q4 		$28.2M Sell
157,311
-5,462
-3% -$953K 0.45% 34
2022
Q3 		$23.4M Buy
162,773
+72,643
+81% +$11.1M 0.4% 44
2022
Q2 		$13.1M Sell
90,130
-54,169
-38% -$8.95M 0.24% 92
2022
Q1 		$23.5M Buy
+144,299
New +$20.7M 0.39% 46

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

Atria Wealth Solutions's CVX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Chevron (CVX) stake by 47% in Q2 2025, selling an estimated $9.21M and leaving 74,867 shares worth $10.8M. The position accounts for 0.24% of the portfolio, ranked #89.

Atria Wealth Solutions first reported a position in CVX in Q1 2022 and has held it in 14 quarters since. The position peaked at $29.8M in Q3 2023. 3,704 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Atria Wealth Solutions held 74,867 shares of Chevron worth $10.8M as of Q2 2025.
  • Atria Wealth Solutions sold 65,355 Chevron shares in Q2 2025, an estimated $9.21M.
  • Chevron made up 0.24% of Atria Wealth Solutions's portfolio in Q2 2025, its #89 holding.
  • Atria Wealth Solutions first reported a position in Chevron in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Chevron position peaked at $29.8M in Q3 2023.
  • 3,704 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.