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	0.41%	44
2022 Q2	$13.1M	Sell	90,130 -54,169	-38%	-$8.95M	0.26%	92
2022 Q1	$23.5M	Buy	+144,299	New	+$20.7M	0.39%	46

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return