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Carolinas Wealth Consulting’s Chevron CVX Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-2,790
Closed -$467K – 206
2025
Q1 		$467K Sell
2,790
-969
-26% -$152K 0.1% 109
2024
Q4 		$544K Sell
3,759
-333
-8% -$51K 0.11% 99
2024
Q3 		$603K Buy
4,092
+54
+1% +$8.04K 0.11% 98
2024
Q2 		$631K Buy
4,038
+459
+13% +$73.2K 0.12% 91
2024
Q1 		$565K Sell
3,579
-16,842
-82% -$2.54M 0.11% 90
2023
Q4 		$539K Buy
20,421
+217
+1% +$32.8K 0.12% 87
2023
Q3 		$495K Buy
20,204
+132
+0.7% +$21.3K 0.12% 82
2023
Q2 		$512K Sell
20,072
-373
-2% -$59.8K 0.1% 100
2023
Q1 		$591K Buy
20,445
+381
+2% +$63.9K 0.13% 91
2022
Q4 		$581K Buy
20,064
+290
+1% +$50.6K 0.13% 86
2022
Q3 		$426K Buy
19,774
+1,281
+7% +$195K 0.11% 98
2022
Q2 		$425K Buy
18,493
+15,715
+566% +$2.6M 0.11% 96
2022
Q1 		$452K Sell
2,778
-302
-10% -$43.3K 0.1% 98
2021
Q4 		$361K Buy
3,080
+501
+19% +$56.9K 0.08% 115
2021
Q3 		$262K Sell
2,579
-960
-27% -$95.8K 0.06% 129
2021
Q2 		$371K Sell
3,539
-586
-14% -$61.9K 0.08% 109
2021
Q1 		$432K Sell
4,125
-298
-7% -$29.1K 0.11% 94
2020
Q4 		$374K Buy
4,423
+611
+16% +$49.5K 0.1% 101
2020
Q3 		$274K Buy
3,812
+625
+20% +$52.6K 0.09% 98
2020
Q2 		$284K Buy
3,187
+230
+8% +$20.6K 0.11% 85
2020
Q1 		$215K Buy
+2,957
New +$292K 0.12% 89

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

Carolinas Wealth Consulting's CVX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Chevron (CVX) in Q2 2025, closing a stake of 2,790 shares — an estimated $467K sold.

Carolinas Wealth Consulting first reported a position in CVX in Q1 2020 and held it in 21 quarters. The position peaked at $631K in Q2 2024. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,790 Chevron shares in Q2 2025, an estimated $467K.
  • Carolinas Wealth Consulting first reported a position in Chevron in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Chevron position peaked at $631K in Q2 2024.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.