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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
2024
Q4 		– Sell
-1,200
Closed -$177K – 298
2024
Q3 		$177K Buy
1,200
+200
+20% +$29.8K 0.02% 256
2024
Q2 		$156 Hold
1,000
– – ﹤0.01% 255
2024
Q1 		$160 Buy
+1,000
New +$151K ﹤0.01% 245

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.