Financial Network Wealth Management’s Chevron CVX Stock Holding History

Financial Network 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 Q1	$119K	Buy	+712	New	+$111K	0.04%	152
2023 Q4	–	Sell	-1,271	Closed	-$211K	–	112
2023 Q3	$211K	Hold	1,271	–	–	0.1%	99
2023 Q2	$201K	Hold	1,271	–	–	0.09%	98
2023 Q1	$207K	Sell	1,271 -21	-2%	-$3.52K	0.1%	94
2022 Q4	$232K	Buy	+1,292	New	+$225K	0.13%	88

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 Network Wealth Management's CVX Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Chevron (CVX) in Q1 2025: 712 shares worth $119K. The stake represents 0.04% of the portfolio and ranks #152 among its holdings. This is a return to the name: Financial Network Wealth Management previously reported a position in CVX as recently as Q3 2023.

Financial Network Wealth Management first reported a position in CVX in Q4 2022 and has held it in 5 quarters since. The position peaked at $232K in Q4 2022. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

Financial Network Wealth Management held 712 shares of Chevron worth $119K as of Q1 2025.
Chevron was a new Financial Network Wealth Management position in Q1 2025.
Chevron made up 0.04% of Financial Network Wealth Management's portfolio in Q1 2025, its #152 holding.
Financial Network Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 5 quarters since.
Financial Network Wealth Management's Chevron position peaked at $232K in Q4 2022.
3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.