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Financial Gravity Companies’s Chevron CVX Stock Holding History

Financial Gravity Companies’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 		$509K Buy
+3,553
New +$501K 0.1% 98
2024
Q4 		$523K Buy
3,613
+3,439
+1,976% +$526K 0.12% 93
2024
Q3 		$25.6K Buy
+174
New +$25.9K 0.01% 246
2018
Q4 		$14K Buy
+119
New +$13.8K 0.01% 525
2018
Q1 		$43K Sell
340
-26
-7% -$3.11K 0.04% 348
2017
Q4 		$46K Buy
+366
New +$43.4K 0.05% 300

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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 $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Gravity Companies's CVX Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Chevron (CVX) in Q2 2025: 3,553 shares worth $509K. The stake represents 0.1% of the portfolio and ranks #98 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CVX as recently as Q4 2024.

Financial Gravity Companies first reported a position in CVX in Q4 2017 and has held it in 6 quarters since. The position peaked at $523K in Q4 2024. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Financial Gravity Companies held 3,553 shares of Chevron worth $509K as of Q2 2025.
  • Chevron was a new Financial Gravity Companies position in Q2 2025.
  • Chevron made up 0.1% of Financial Gravity Companies's portfolio in Q2 2025, its #98 holding.
  • Financial Gravity Companies first reported a position in Chevron in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Chevron position peaked at $523K in Q4 2024.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.