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FullCircle Wealth’s Chevron CVX Stock Holding History

FullCircle Wealth’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 		$1.95M Buy
12,716
+321
+3% +$49.7K 0.69% 34
2025
Q2 		$1.87M Buy
12,395
+648
+6% +$91.3K 0.7% 35
2025
Q1 		$1.65M Buy
11,747
+510
+5% +$79.8K 0.68% 41
2024
Q4 		$1.75M Buy
11,237
+396
+4% +$60.6K 0.72% 37
2024
Q3 		$1.63M Buy
10,841
+1,340
+14% +$199K 0.73% 36
2024
Q2 		$1.47M Buy
+9,501
New +$1.52M 0.72% 39

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

FullCircle Wealth's CVX Position: Q3 2025 in Review

FullCircle Wealth increased its Chevron (CVX) stake by 2.6% in Q3 2025, buying an estimated $49.7K and bringing the position to 12,716 shares worth $1.95M. The position accounts for 0.69% of the portfolio, ranked #34.

FullCircle Wealth first reported a position in CVX in Q2 2024 and has held it in 6 quarters since. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • FullCircle Wealth held 12,716 shares of Chevron worth $1.95M as of Q3 2025.
  • FullCircle Wealth bought 321 Chevron shares in Q3 2025, an estimated $49.7K.
  • Chevron made up 0.69% of FullCircle Wealth's portfolio in Q3 2025, its #34 holding.
  • FullCircle Wealth first reported a position in Chevron in Q2 2024 and has held it in 6 quarters since.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.