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GGM Wealth Advisors’s Chevron CVX Stock Holding History

GGM 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
Q1 		$321K Buy
2,294
+1
+0% +$157 0.18% 97
2024
Q4 		$332K Buy
2,293
+728
+47% +$111K 0.17% 99
2024
Q3 		$230K Buy
1,565
+44
+3% +$6.55K 0.1% 131
2024
Q2 		$238K Buy
1,521
+1
+0.1% +$159 0.11% 124
2024
Q1 		$246K Buy
+1,520
New +$229K 0.11% 113
2023
Q4 		– Sell
-1,257
Closed -$212K – 141
2023
Q3 		$212K Buy
+1,257
New +$203K 0.09% 130
2023
Q1 		– Sell
-1,254
Closed -$221K – 77
2022
Q4 		$221K Sell
1,254
-299
-19% -$52.2K 0.11% 124
2022
Q3 		$271K Sell
1,553
-99
-6% -$15.1K 0.15% 107
2022
Q2 		$229K Buy
1,652
+19
+1% +$3.14K 0.13% 120
2022
Q1 		$280K Buy
+1,633
New +$234K 0.14% 119

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GGM Wealth Advisors's CVX Position: Q1 2025 in Review

GGM Wealth Advisors increased its Chevron (CVX) stake by 0.04% in Q1 2025, buying an estimated $157 and bringing the position to 2,294 shares worth $321K. The position accounts for 0.18% of the portfolio, ranked #97.

GGM Wealth Advisors first reported a position in CVX in Q1 2022 and has held it in 10 quarters since. The position peaked at $332K in Q4 2024. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • GGM Wealth Advisors held 2,294 shares of Chevron worth $321K as of Q1 2025.
  • GGM Wealth Advisors bought 1 Chevron share in Q1 2025, an estimated $157.
  • Chevron made up 0.18% of GGM Wealth Advisors's portfolio in Q1 2025, its #97 holding.
  • GGM Wealth Advisors first reported a position in Chevron in Q1 2022 and has held it in 10 quarters since.
  • GGM Wealth Advisors's Chevron position peaked at $332K in Q4 2024.
  • 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.