Financial Life Planners’s Chevron CVX Stock Holding History

Financial Life Planners’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 Q1	–	Sell	-21	Closed	-$3.02K	–	156
2024 Q4	$3.02K	Buy	+21	New	+$3.21K	﹤0.01%	312

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Financial Life Planners's CVX Position: Q1 2025 in Review

Financial Life Planners sold out of Chevron (CVX) in Q1 2025, closing a stake of 21 shares — an estimated $3.02K sold.

Financial Life Planners first reported a position in CVX in Q4 2024 and held it in 1 quarter. The position peaked at $3.02K in Q4 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

Financial Life Planners reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 21 Chevron shares in Q1 2025, an estimated $3.02K.
Financial Life Planners first reported a position in Chevron in Q4 2024 and held it in 1 quarter.
Financial Life Planners's Chevron position peaked at $3.02K in Q4 2024.
3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.