Better Money Decisions’s Chevron CVX Stock Holding History

Better Money Decisions’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	$431K	Hold	3,011	–	–	0.26%	54
2025 Q1	$504K	Sell	3,011 -170	-5%	-$26.6K	0.34%	47
2024 Q4	$461K	Buy	3,181 +9	+0.3%	+$1.38K	0.32%	44
2024 Q3	$467K	Buy	3,172 +73	+2%	+$10.9K	0.33%	43
2024 Q2	$485K	Sell	3,099 -51	-2%	-$8.13K	0.36%	40
2024 Q1	$497K	Buy	3,150 +188	+6%	+$28.4K	0.39%	38
2023 Q4	$442K	Buy	2,962 +95	+3%	+$14.4K	0.37%	36
2023 Q3	$483K	Hold	2,867	–	–	0.43%	34
2023 Q2	$451K	Hold	2,867	–	–	0.37%	36
2023 Q1	$468K	Sell	2,867 -7	-0.2%	-$1.17K	0.39%	38
2022 Q4	$516K	Sell	2,874 -268	-9%	-$46.8K	0.45%	38
2022 Q3	$451K	Buy	3,142 +75	+2%	+$11.4K	0.44%	38
2022 Q2	$444K	Hold	3,067	–	–	0.38%	38
2022 Q1	$499K	Hold	3,067	–	–	0.47%	37
2021 Q4	$360K	Hold	3,067	–	–	0.3%	48
2021 Q3	$311K	Hold	3,067	–	–	0.26%	55
2021 Q2	$321K	Buy	3,067 +205	+7%	+$21.6K	0.29%	52
2021 Q1	$300K	Buy	+2,862	New	+$279K	0.31%	48

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Better Money Decisions's CVX Position: Q2 2025 in Review

Better Money Decisions held its Chevron (CVX) position steady in Q2 2025 at 3,011 shares worth $431K. The position accounts for 0.26% of the portfolio, ranked #54.

Better Money Decisions first reported a position in CVX in Q1 2021 and has held it in 18 quarters since. The position peaked at $516K in Q4 2022. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Better Money Decisions held 3,011 shares of Chevron worth $431K as of Q2 2025.
Better Money Decisions left its Chevron share count unchanged in Q2 2025.
Chevron made up 0.26% of Better Money Decisions's portfolio in Q2 2025, its #54 holding.
Better Money Decisions first reported a position in Chevron in Q1 2021 and has held it in 18 quarters since.
Better Money Decisions's Chevron position peaked at $516K in Q4 2022.
3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.