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Brass Tax Wealth Management’s Chevron CVX Stock Holding History

Brass Tax Wealth Management’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 		$277K Sell
1,782
-100
-5% -$15.5K 0.05% 195
2025
Q2 		$269K Buy
1,882
+98
+5% +$13.8K 0.05% 179
2025
Q1 		$298K Sell
1,784
-122
-6% -$19.1K 0.06% 156
2024
Q4 		$276K Sell
1,906
-7
-0.4% -$1.07K 0.06% 158
2024
Q3 		$282K Buy
1,913
+417
+28% +$62.1K 0.06% 153
2024
Q2 		$234K Buy
+1,496
New +$239K 0.1% 124

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

Brass Tax Wealth Management's CVX Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Chevron (CVX) stake by 5.3% in Q3 2025, selling an estimated $15.5K and leaving 1,782 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #195.

Brass Tax Wealth Management first reported a position in CVX in Q2 2024 and has held it in 6 quarters since. The position peaked at $298K in Q1 2025. 3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Brass Tax Wealth Management held 1,782 shares of Chevron worth $277K as of Q3 2025.
  • Brass Tax Wealth Management sold 100 Chevron shares in Q3 2025, an estimated $15.5K.
  • Chevron made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #195 holding.
  • Brass Tax Wealth Management first reported a position in Chevron in Q2 2024 and has held it in 6 quarters since.
  • Brass Tax Wealth Management's Chevron position peaked at $298K in Q1 2025.
  • 3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.