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Bordeaux Wealth Advisors’s Chevron CVX Stock Holding History

Bordeaux Wealth 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
Q2 		$767K Sell
5,357
-89
-2% -$12.5K 0.1% 70
2025
Q1 		$911K Buy
5,446
+2,250
+70% +$352K 0.17% 58
2024
Q4 		$463K Sell
3,196
-656
-17% -$100K 0.07% 90
2024
Q3 		$567K Buy
3,852
+603
+19% +$89.8K 0.1% 84
2024
Q2 		$508K Buy
3,249
+234
+8% +$37.3K 0.1% 82
2024
Q1 		$476K Sell
3,015
-851
-22% -$128K 0.16% 60
2023
Q4 		$577K Buy
3,866
+89
+2% +$13.5K 0.19% 56
2023
Q3 		$637K Buy
3,777
+145
+4% +$23.4K 0.26% 46
2023
Q2 		$572K Buy
3,632
+2,145
+144% +$344K 0.23% 51
2023
Q1 		$243K Sell
1,487
-187
-11% -$31.4K 0.13% 92
2022
Q4 		$300K Buy
1,674
+221
+15% +$38.6K 0.16% 69
2022
Q3 		$209K Hold
1,453
– – 0.13% 80
2022
Q2 		$210K Sell
1,453
-165
-10% -$27.3K 0.14% 77
2022
Q1 		$263K Buy
+1,618
New +$232K 0.14% 76

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bordeaux Wealth Advisors's CVX Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Chevron (CVX) stake by 1.6% in Q2 2025, selling an estimated $12.5K and leaving 5,357 shares worth $767K. The position accounts for 0.1% of the portfolio, ranked #70.

Bordeaux Wealth Advisors first reported a position in CVX in Q1 2022 and has held it in 14 quarters since. The position peaked at $911K in Q1 2025. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Bordeaux Wealth Advisors held 5,357 shares of Chevron worth $767K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 89 Chevron shares in Q2 2025, an estimated $12.5K.
  • Chevron made up 0.1% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #70 holding.
  • Bordeaux Wealth Advisors first reported a position in Chevron in Q1 2022 and has held it in 14 quarters since.
  • Bordeaux Wealth Advisors's Chevron position peaked at $911K in Q1 2025.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.