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FSC Wealth Advisors’s Chevron CVX Stock Holding History

FSC Wealth 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
Q2 		– Sell
-702
Closed -$117K – 109
2025
Q1 		$117K Sell
702
-30
-4% -$4.7K 0.08% 77
2024
Q4 		$106K Sell
732
-1
-0.1% -$153 0.07% 84
2024
Q3 		$108K Buy
733
+5
+0.7% +$744 0.08% 81
2024
Q2 		$114K Buy
728
+38
+6% +$6.06K 0.08% 69
2024
Q1 		$109K Buy
690
+2
+0.3% +$302 0.08% 67
2023
Q4 		$103K Buy
688
+4
+0.6% +$605 0.08% 68
2023
Q3 		$115K Buy
684
+88
+15% +$14.2K 0.12% 41
2023
Q2 		$93.7K Buy
596
+3
+0.5% +$481 0.08% 48
2023
Q1 		$96.7K Buy
593
+93
+19% +$15.6K 0.15% 38
2022
Q4 		$89.7K Buy
+500
New +$87.3K 0.15% 31

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

FSC Wealth Advisors's CVX Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Chevron (CVX) in Q2 2025, closing a stake of 702 shares — an estimated $117K sold.

FSC Wealth Advisors first reported a position in CVX in Q4 2022 and held it in 10 quarters. The position peaked at $117K in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 702 Chevron shares in Q2 2025, an estimated $117K.
  • FSC Wealth Advisors first reported a position in Chevron in Q4 2022 and held it in 10 quarters.
  • FSC Wealth Advisors's Chevron position peaked at $117K in Q1 2025.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.