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Bellwether Advisors’s Chevron CVX Stock Holding History

Bellwether 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
Q3 		– Sell
-458
Closed -$65.6K – 237
2025
Q2 		$65.6K Buy
458
+51
+13% +$7.19K 0.01% 198
2025
Q1 		$68.1K Buy
407
+58
+17% +$9.08K 0.01% 197
2024
Q4 		$50.5K Buy
+349
New +$53.4K 0.01% 233
2023
Q2 		– Sell
-77
Closed -$12.6K – 167
2023
Q1 		$12.6K Sell
77
-3
-4% -$503 ﹤0.01% 264
2022
Q4 		$14.4K Buy
80
+3
+4% +$524 ﹤0.01% 257
2022
Q3 		$11K Buy
77
+75
+3,750% +$11.4K ﹤0.01% 253
2022
Q2 		$0 Sell
2
-253
-99% -$41.8K ﹤0.01% 439
2022
Q1 		$41K Hold
255
– – 0.01% 207
2021
Q4 		$29K Hold
255
– – 0.01% 242
2021
Q3 		$25K Buy
+255
New +$25.4K 0.01% 231
2021
Q2 		– Sell
-186
Closed -$19K – 435
2021
Q1 		$19K Buy
+186
New +$18.2K 0.01% 204

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bellwether Advisors's CVX Position: Q3 2025 in Review

Bellwether Advisors sold out of Chevron (CVX) in Q3 2025, closing a stake of 458 shares — an estimated $65.6K sold.

Bellwether Advisors first reported a position in CVX in Q1 2021 and held it in 11 quarters. The position peaked at $68.1K in Q1 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Bellwether Advisors reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 458 Chevron shares in Q3 2025, an estimated $65.6K.
  • Bellwether Advisors first reported a position in Chevron in Q1 2021 and held it in 11 quarters.
  • Bellwether Advisors's Chevron position peaked at $68.1K in Q1 2025.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.