APW
CVX icon

Austin Private Wealth’s Chevron CVX Stock Holding History

Austin Private Wealth’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
Q4 		$1.58M Sell
10,384
-495
-5% -$75.4K 0.12% 84
2025
Q3 		$1.69M Sell
10,879
-84
-0.8% -$13K 0.13% 86
2025
Q2 		$1.57M Buy
10,963
+302
+3% +$42.6K 0.12% 91
2025
Q1 		$1.78M Buy
10,661
+4,417
+71% +$691K 0.16% 72
2024
Q4 		$904K Sell
6,244
-319
-5% -$48.8K 0.08% 94
2024
Q3 		$967K Sell
6,563
-993
-13% -$148K 0.09% 85
2024
Q2 		$1.18M Sell
7,556
-442
-6% -$70.5K 0.13% 69
2024
Q1 		$1.28M Buy
7,998
+1,027
+15% +$155K 0.15% 64
2023
Q4 		$1.04M Sell
6,971
-519
-7% -$78.5K 0.13% 64
2023
Q3 		$1.26M Buy
7,490
+440
+6% +$71.1K 0.18% 51
2023
Q2 		$1.11M Buy
7,050
+55
+0.8% +$8.82K 0.16% 51
2023
Q1 		$1.14M Buy
6,995
+438
+7% +$73.4K 0.18% 44
2022
Q4 		$1.18M Buy
6,557
+259
+4% +$45.2K 0.21% 49
2022
Q3 		$905K Buy
6,298
+23
+0.4% +$3.51K 0.19% 49
2022
Q2 		$908K Sell
6,275
-67
-1% -$11.1K 0.2% 47
2022
Q1 		$1.03M Buy
6,342
+1,895
+43% +$272K 0.21% 45
2021
Q4 		$522K Sell
4,447
-153
-3% -$17.4K 0.1% 75
2021
Q3 		$467K Buy
4,600
+618
+16% +$61.6K 0.1% 78
2021
Q2 		$417K Buy
3,982
+39
+1% +$4.12K 0.1% 79
2021
Q1 		$413K Buy
3,943
+68
+2% +$6.64K 0.11% 69
2020
Q4 		$327K Sell
3,875
-56
-1% -$4.53K 0.09% 79
2020
Q3 		$283K Sell
3,931
-547
-12% -$46K 0.11% 68
2020
Q2 		$400K Sell
4,478
-301
-6% -$26.9K 0.17% 50
2020
Q1 		$346K Buy
4,779
+373
+8% +$36.9K 0.21% 48
2019
Q4 		$531K Buy
+4,406
New +$519K 0.28% 37

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Austin Private Wealth's CVX Position: Q4 2025 in Review

Austin Private Wealth reduced its Chevron (CVX) stake by 4.6% in Q4 2025, selling an estimated $75.4K and leaving 10,384 shares worth $1.58M. The position accounts for 0.12% of the portfolio, ranked #84.

Austin Private Wealth first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.78M in Q1 2025. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Austin Private Wealth held 10,384 shares of Chevron worth $1.58M as of Q4 2025.
  • Austin Private Wealth sold 495 Chevron shares in Q4 2025, an estimated $75.4K.
  • Chevron made up 0.12% of Austin Private Wealth's portfolio in Q4 2025, its #84 holding.
  • Austin Private Wealth first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
  • Austin Private Wealth's Chevron position peaked at $1.78M in Q1 2025.
  • 3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.