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Congress Wealth Management’s Chevron CVX Stock Holding History

Congress 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 		$23.2M Buy
162,342
+1,352
+0.8% +$191K 0.23% 108
2025
Q1 		$26.9M Buy
160,990
+27,646
+21% +$4.33M 0.32% 72
2024
Q4 		$19.3M Buy
133,344
+785
+0.6% +$120K 0.27% 104
2024
Q3 		$19.5M Buy
132,559
+26,459
+25% +$3.94M 0.26% 98
2024
Q2 		$16.6M Sell
106,100
-44,586
-30% -$7.11M 0.26% 101
2024
Q1 		$23.8M Buy
150,686
+12,831
+9% +$1.94M 0.41% 54
2023
Q4 		$20.6M Sell
137,855
-2,525
-2% -$382K 0.38% 56
2023
Q3 		$23.7M Buy
140,380
+7,425
+6% +$1.2M 0.49% 44
2023
Q2 		$20.9M Buy
132,955
+4,730
+4% +$758K 0.49% 43
2023
Q1 		$20.9M Buy
128,225
+1,347
+1% +$226K 0.5% 41
2022
Q4 		$22.8M Buy
126,878
+1,834
+1% +$320K 0.59% 41
2022
Q3 		$18M Buy
125,044
+6,331
+5% +$966K 0.48% 45
2022
Q2 		$17.2M Buy
118,713
+29,282
+33% +$4.84M 0.44% 50
2022
Q1 		$14.6M Sell
89,431
-3,298
-4% -$473K 0.32% 76
2021
Q4 		$10.9M Buy
+92,729
New +$10.5M 0.22% 137

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

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

Congress Wealth Management increased its Chevron (CVX) stake by 0.84% in Q2 2025, buying an estimated $191K and bringing the position to 162,342 shares worth $23.2M. The position accounts for 0.23% of the portfolio, ranked #108.

Congress Wealth Management first reported a position in CVX in Q4 2021 and has held it in 15 quarters since. The position peaked at $26.9M in Q1 2025. 3,704 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Congress Wealth Management held 162,342 shares of Chevron worth $23.2M as of Q2 2025.
  • Congress Wealth Management bought 1,352 Chevron shares in Q2 2025, an estimated $191K.
  • Chevron made up 0.23% of Congress Wealth Management's portfolio in Q2 2025, its #108 holding.
  • Congress Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Chevron position peaked at $26.9M in Q1 2025.
  • 3,704 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.