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CarsonAllaria Wealth Management’s Chevron CVX Stock Holding History

CarsonAllaria 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 		– Sell
-565
Closed -$81K – 139
2025
Q2 		$81K Buy
565
+4
+0.7% +$564 0.04% 112
2025
Q1 		$93.9K Buy
561
+4
+0.7% +$626 0.05% 107
2024
Q4 		$80.7K Buy
557
+4
+0.7% +$612 0.05% 114
2024
Q3 		$81.5K Buy
553
+20
+4% +$2.98K 0.05% 108
2024
Q2 		$83.4K Buy
533
+94
+21% +$15K 0.05% 105
2024
Q1 		$69.3K Buy
439
+4
+0.9% +$604 0.04% 121
2023
Q4 		$65K Buy
435
+3
+0.7% +$454 0.05% 109
2023
Q3 		$72.9K Hold
432
– – 0.06% 101
2023
Q2 		$68K Buy
432
+4
+0.9% +$641 0.05% 101
2023
Q1 		$70K Buy
428
+3
+0.7% +$503 0.06% 96
2022
Q4 		$76K Buy
425
+2
+0.5% +$349 0.07% 91
2022
Q3 		$61K Buy
423
+168
+66% +$25.6K 0.06% 103
2022
Q2 		$37K Buy
255
+1
+0.4% +$165 0.03% 116
2022
Q1 		$41K Sell
254
-111
-30% -$15.9K 0.04% 117
2021
Q4 		$43K Buy
+365
New +$41.5K 0.04% 126

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

CarsonAllaria Wealth Management's CVX Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Chevron (CVX) in Q3 2025, closing a stake of 565 shares — an estimated $81K sold.

CarsonAllaria Wealth Management first reported a position in CVX in Q4 2021 and held it in 15 quarters. The position peaked at $93.9K in Q1 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 565 Chevron shares in Q3 2025, an estimated $81K.
  • CarsonAllaria Wealth Management first reported a position in Chevron in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Chevron position peaked at $93.9K in Q1 2025.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.