CWM
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Crowley Wealth Management’s Chevron CVX Stock Holding History

Crowley 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
Q4 		– Sell
-1,526
Closed -$237K – 85
2025
Q3 		$237K Buy
1,526
+1
+0.1% +$155 0.19% 73
2025
Q2 		$218K Buy
1,525
+2
+0.1% +$282 0.2% 67
2025
Q1 		$255K Buy
1,523
+11
+0.7% +$1.72K 0.24% 59
2024
Q4 		$219K Buy
+1,512
New +$231K 0.19% 67

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Crowley Wealth Management's CVX Position: Q4 2025 in Review

Crowley Wealth Management sold out of Chevron (CVX) in Q4 2025, closing a stake of 1,526 shares — an estimated $237K sold.

Crowley Wealth Management first reported a position in CVX in Q4 2024 and held it in 4 quarters. The position peaked at $255K in Q1 2025. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Crowley Wealth Management reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 1,526 Chevron shares in Q4 2025, an estimated $237K.
  • Crowley Wealth Management first reported a position in Chevron in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Chevron position peaked at $255K in Q1 2025.
  • 3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.