CAWM
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Capital A Wealth Management’s Chevron CVX Stock Holding History

Capital A 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
Q2 		$68.5K Sell
459
-389
-46% -$54.8K 0.77% 31
2025
Q1 		$142K Buy
848
+320
+61% +$50.1K 0.15% 88
2024
Q4 		$76.5K Buy
+528
New +$80.8K 0.13% 125

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

Capital A Wealth Management's CVX Position: Q2 2025 in Review

Capital A Wealth Management reduced its Chevron (CVX) stake by 46% in Q2 2025, selling an estimated $54.8K and leaving 459 shares worth $68.5K. The position accounts for 0.77% of the portfolio, ranked #31.

Capital A Wealth Management first reported a position in CVX in Q4 2024 and has held it in 3 quarters since. The position peaked at $142K in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Capital A Wealth Management held 459 shares of Chevron worth $68.5K as of Q2 2025.
  • Capital A Wealth Management sold 389 Chevron shares in Q2 2025, an estimated $54.8K.
  • Chevron made up 0.77% of Capital A Wealth Management's portfolio in Q2 2025, its #31 holding.
  • Capital A Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Chevron position peaked at $142K in Q1 2025.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.