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FSA Wealth Management’s Chevron CVX Stock Holding History

FSA 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
Q3 		$208K Buy
1,338
+55
+4% +$8.52K 0.08% 55
2025
Q2 		$184K Sell
1,283
-71
-5% -$10K 0.07% 58
2025
Q1 		$226K Sell
1,354
-12
-0.9% -$1.88K 0.1% 50
2024
Q4 		$198K Sell
1,366
-266
-16% -$40.7K 0.08% 54
2024
Q3 		$240K Buy
+1,632
New +$243K 0.1% 50
2024
Q1 		$180K Buy
1,144
+149
+15% +$22.5K 0.08% 54
2023
Q4 		$148K Buy
+995
New +$150K 0.07% 61
2021
Q1 		– Sell
-1,053
Closed -$89K – 94
2020
Q4 		$89K Buy
+1,053
New +$85.3K 0.04% 90
2020
Q3 		– Sell
-1,291
Closed -$115K – 126
2020
Q2 		$115K Hold
1,291
– – 0.08% 75
2020
Q1 		$94K Sell
1,291
-100
-7% -$9.88K 0.08% 77
2019
Q4 		$168K Buy
+1,391
New +$164K 0.12% 64

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

FSA Wealth Management's CVX Position: Q3 2025 in Review

FSA Wealth Management increased its Chevron (CVX) stake by 4.3% in Q3 2025, buying an estimated $8.52K and bringing the position to 1,338 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #55.

FSA Wealth Management first reported a position in CVX in Q4 2019 and has held it in 11 quarters since. The position peaked at $240K in Q3 2024. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • FSA Wealth Management held 1,338 shares of Chevron worth $208K as of Q3 2025.
  • FSA Wealth Management bought 55 Chevron shares in Q3 2025, an estimated $8.52K.
  • Chevron made up 0.08% of FSA Wealth Management's portfolio in Q3 2025, its #55 holding.
  • FSA Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 11 quarters since.
  • FSA Wealth Management's Chevron position peaked at $240K in Q3 2024.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.