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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.7T 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return