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Gitterman Wealth Management’s Chevron CVX Stock Holding History

Gitterman 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 		$224K Buy
+1,441
New +$223K 0.05% 117

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

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

Gitterman Wealth Management opened a new position in Chevron (CVX) in Q3 2025: 1,441 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings.

3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Gitterman Wealth Management held 1,441 shares of Chevron worth $224K as of Q3 2025.
  • Chevron was a new Gitterman Wealth Management position in Q3 2025.
  • Chevron made up 0.05% of Gitterman Wealth Management's portfolio in Q3 2025, its #117 holding.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.