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Financial Advisors’s Chevron CVX Stock Holding History

Financial Advisors’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 		$348K Hold
2,241
– – 0.06% 61
2025
Q2 		$321K Buy
2,241
+1
+0% +$141 0.06% 62
2025
Q1 		$375K Buy
2,240
+1
+0% +$157 0.07% 52
2024
Q4 		$324K Hold
2,239
– – 0.06% 63
2024
Q3 		$330K Sell
2,239
-36
-2% -$5.36K 0.06% 60
2024
Q2 		$356K Buy
2,275
+38
+2% +$6.06K 0.07% 51
2024
Q1 		$353K Hold
2,237
– – 0.07% 55
2023
Q4 		$334K Hold
2,237
– – 0.07% 53
2023
Q3 		$377K Sell
2,237
-521
-19% -$84.2K 0.09% 50
2023
Q2 		$434K Sell
2,758
-28
-1% -$4.49K 0.1% 48
2023
Q1 		$455K Hold
2,786
– – 0.12% 46
2022
Q4 		$500K Sell
2,786
-401
-13% -$70K 0.14% 39
2022
Q3 		$502K Sell
3,187
-154
-5% -$23.5K 0.17% 33
2022
Q2 		$484K Hold
3,341
– – 0.17% 38
2022
Q1 		$544K Buy
3,341
+4
+0.1% +$574 0.17% 41
2021
Q4 		$392K Sell
3,337
-90
-3% -$10.2K 0.12% 54
2021
Q3 		$348K Buy
3,427
+106
+3% +$10.6K 0.12% 59
2021
Q2 		$348K Sell
3,321
-33
-1% -$3.48K 0.12% 60
2021
Q1 		$351K Buy
3,354
+71
+2% +$6.93K 0.14% 55
2020
Q4 		$277K Buy
3,283
+407
+14% +$33K 0.12% 61
2020
Q3 		$207K Buy
2,876
+7
+0.2% +$589 0.11% 68
2020
Q2 		$256K Sell
2,869
-1,046
-27% -$93.6K 0.14% 53
2020
Q1 		$284K Hold
3,915
– – 0.19% 46
2019
Q4 		$472K Sell
3,915
-990
-20% -$117K 0.27% 32
2019
Q3 		$582K Sell
4,905
-65
-1% -$7.89K 0.36% 24
2019
Q2 		$618K Buy
4,970
+56
+1% +$6.77K 0.4% 20
2019
Q1 		$605K Buy
4,914
+4
+0.1% +$473 0.41% 20
2018
Q4 		$534K Buy
+4,910
New +$569K 0.43% 19

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Advisors's CVX Position: Q3 2025 in Review

Financial Advisors held its Chevron (CVX) position steady in Q3 2025 at 2,241 shares worth $348K. The position accounts for 0.06% of the portfolio, ranked #61.

Financial Advisors first reported a position in CVX in Q4 2018 and has held it in 28 quarters since. The position peaked at $618K in Q2 2019. 3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Financial Advisors held 2,241 shares of Chevron worth $348K as of Q3 2025.
  • Financial Advisors left its Chevron share count unchanged in Q3 2025.
  • Chevron made up 0.06% of Financial Advisors's portfolio in Q3 2025, its #61 holding.
  • Financial Advisors first reported a position in Chevron in Q4 2018 and has held it in 28 quarters since.
  • Financial Advisors's Chevron position peaked at $618K in Q2 2019.
  • 3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.