GWMI
CVX icon

Guardian Wealth Management (Illinois)’s Chevron CVX Stock Holding History

Guardian Wealth Management (Illinois)’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
-83
Closed -$13.9K – 98
2025
Q1 		$13.9K Buy
83
+1
+1% +$157 0.01% 146
2024
Q4 		$11.9K Hold
82
– – 0.01% 159
2024
Q3 		$12.1K Buy
82
+1
+1% +$149 0.01% 160
2024
Q2 		$12.6K Buy
81
+1
+1% +$159 0.01% 152
2024
Q1 		$12.6K Buy
80
+1
+1% +$151 0.01% 152
2023
Q4 		$11.8K Sell
79
-33
-29% -$4.99K 0.01% 157
2023
Q3 		$18.9K Buy
112
+1
+0.9% +$162 0.02% 139
2023
Q2 		$17.5K Buy
111
+1
+0.9% +$160 0.02% 141
2023
Q1 		$18K Buy
110
+1
+0.9% +$168 0.02% 140
2022
Q4 		$19.6K Buy
109
+34
+45% +$5.93K 0.02% 144
2022
Q3 		$11K Hold
75
– – 0.01% 156
2022
Q2 		$11K Buy
75
+1
+1% +$165 0.01% 157
2022
Q1 		$12K Buy
74
+1
+1% +$143 0.01% 168
2021
Q4 		$9K Buy
+73
New +$8.29K 0.01% 171

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

Guardian Wealth Management (Illinois)'s CVX Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Chevron (CVX) in Q2 2025, closing a stake of 83 shares — an estimated $13.9K sold.

Guardian Wealth Management (Illinois) first reported a position in CVX in Q4 2021 and held it in 14 quarters. The position peaked at $19.6K in Q4 2022. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 83 Chevron shares in Q2 2025, an estimated $13.9K.
  • Guardian Wealth Management (Illinois) first reported a position in Chevron in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Chevron position peaked at $19.6K in Q4 2022.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.