Grand Wealth Management’s Chevron CVX Stock Holding History

Grand 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	–	Sell	-2,022	Closed	-$290K	–	74
2025 Q2	$290K	Buy	+2,022	New	+$285K	0.15%	30

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Grand Wealth Management sold out of Chevron (CVX) in Q3 2025, closing a stake of 2,022 shares — an estimated $290K sold.

Grand Wealth Management first reported a position in CVX in Q2 2025 and held it in 1 quarter. The position peaked at $290K in Q2 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

Grand Wealth Management reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
Grand Wealth Management sold 2,022 Chevron shares in Q3 2025, an estimated $290K.
Grand Wealth Management first reported a position in Chevron in Q2 2025 and held it in 1 quarter.
Grand Wealth Management's Chevron position peaked at $290K in Q2 2025.
3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Grand Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.