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Berry Wealth Group’s Chevron CVX Stock Holding History

Berry Wealth Group’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
-2,759
Closed -$395K – 50
2025
Q2 		$395K Buy
2,759
+474
+21% +$66.8K 0.28% 50
2025
Q1 		$382K Sell
2,285
-260
-10% -$40.7K 0.3% 49
2024
Q4 		$369K Sell
2,545
-60
-2% -$9.18K 0.27% 46
2024
Q3 		$384K Buy
2,605
+236
+10% +$35.1K 0.27% 47
2024
Q2 		$371K Sell
2,369
-185
-7% -$29.5K 0.3% 46
2024
Q1 		$403K Buy
2,554
+221
+9% +$33.3K 0.33% 39
2023
Q4 		$348K Buy
+2,333
New +$353K 0.32% 48

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

Berry Wealth Group's CVX Position: Q3 2025 in Review

Berry Wealth Group sold out of Chevron (CVX) in Q3 2025, closing a stake of 2,759 shares — an estimated $395K sold.

Berry Wealth Group first reported a position in CVX in Q4 2023 and held it in 7 quarters. The position peaked at $403K in Q1 2024. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Berry Wealth Group reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 2,759 Chevron shares in Q3 2025, an estimated $395K.
  • Berry Wealth Group first reported a position in Chevron in Q4 2023 and held it in 7 quarters.
  • Berry Wealth Group's Chevron position peaked at $403K in Q1 2024.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.