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Centricity Wealth Management’s Chevron CVX Stock Holding History

Centricity 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 		$176K Buy
1,229
+4
+0.3% +$564 0.14% 81
2025
Q1 		$205K Sell
1,225
-35
-3% -$5.48K 0.19% 70
2024
Q4 		$183K Buy
+1,260
New +$193K 0.17% 78

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 $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centricity Wealth Management's CVX Position: Q2 2025 in Review

Centricity Wealth Management increased its Chevron (CVX) stake by 0.33% in Q2 2025, buying an estimated $564 and bringing the position to 1,229 shares worth $176K. The position accounts for 0.14% of the portfolio, ranked #81.

Centricity Wealth Management first reported a position in CVX in Q4 2024 and has held it in 3 quarters since. The position peaked at $205K in Q1 2025. 3,704 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Centricity Wealth Management held 1,229 shares of Chevron worth $176K as of Q2 2025.
  • Centricity Wealth Management bought 4 Chevron shares in Q2 2025, an estimated $564.
  • Chevron made up 0.14% of Centricity Wealth Management's portfolio in Q2 2025, its #81 holding.
  • Centricity Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Chevron position peaked at $205K in Q1 2025.
  • 3,704 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.