Cooksen Wealth’s Chevron CVX Stock Holding History

Cooksen Wealth’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	-271	Closed	-$38.8K	–	56
2025 Q2	$38.8K	Hold	271	–	–	0.03%	61
2025 Q1	$42.7K	Buy	+271	New	+$42.4K	0.04%	63
2024 Q1	–	Sell	-271	Closed	-$40.4K	–	57
2023 Q4	$40.4K	Buy	+271	New	+$41K	0.05%	63

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cooksen Wealth's CVX Position: Q3 2025 in Review

Cooksen Wealth sold out of Chevron (CVX) in Q3 2025, closing a stake of 271 shares — an estimated $38.8K sold.

Cooksen Wealth first reported a position in CVX in Q4 2023 and held it in 3 quarters. The position peaked at $42.7K in Q1 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

Cooksen Wealth reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
Cooksen Wealth sold 271 Chevron shares in Q3 2025, an estimated $38.8K.
Cooksen Wealth first reported a position in Chevron in Q4 2023 and held it in 3 quarters.
Cooksen Wealth's Chevron position peaked at $42.7K in Q1 2025.
3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Cooksen Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.