Drive Wealth Management’s Chevron CVX Stock Holding History

Drive 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
2026 Q1	$2M	Sell	9,648 -1,045	-10%	-$191K	0.42%	47
2025 Q4	$1.63M	Sell	10,693 -588	-5%	-$89.6K	0.32%	59
2025 Q3	$1.75M	Buy	11,281 +1,436	+15%	+$222K	0.37%	58
2025 Q2	$1.41M	Sell	9,845 -1,284	-12%	-$181K	0.31%	75
2025 Q1	$1.86M	Buy	11,129 +4,848	+77%	+$759K	0.44%	50
2024 Q4	$910K	Sell	6,281 -338	-5%	-$51.7K	0.22%	85
2024 Q3	$975K	Sell	6,619 -813	-11%	-$121K	0.25%	75
2024 Q2	$1.16M	Buy	7,432 +739	+11%	+$118K	0.31%	63
2024 Q1	$1.06M	Sell	6,693 -961	-13%	-$145K	0.3%	68
2023 Q4	$1.14M	Sell	7,654 -672	-8%	-$102K	0.37%	55
2023 Q3	$1.4M	Buy	8,326 +580	+7%	+$93.7K	0.51%	44
2023 Q2	$1.22M	Sell	7,746 -1,108	-13%	-$178K	0.45%	50
2023 Q1	$1.44M	Buy	8,854 +375	+4%	+$62.9K	0.6%	39
2022 Q4	$1.52M	Buy	8,479 +4,060	+92%	+$708K	0.76%	27
2022 Q3	$635K	Buy	4,419 +628	+17%	+$95.8K	0.6%	39
2022 Q2	$549K	Sell	3,791 -89	-2%	-$14.7K	0.5%	51
2022 Q1	$632K	Buy	3,880 +168	+5%	+$24.1K	0.53%	47
2021 Q4	$436K	Buy	+3,712	New	+$422K	0.38%	73

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Fisher Asset Management

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