Guerra Advisors’s Chevron CVX Stock Holding History

Guerra 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 Q3	$102K	Buy	+656	New	+$102K	0.04%	126

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

Guerra Advisors's CVX Position: Q3 2025 in Review

Guerra Advisors opened a new position in Chevron (CVX) in Q3 2025: 656 shares worth $102K. The stake represents 0.04% of the portfolio and ranks #126 among its holdings.

3,789 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

Guerra Advisors held 656 shares of Chevron worth $102K as of Q3 2025.
Chevron was a new Guerra Advisors position in Q3 2025.
Chevron made up 0.04% of Guerra Advisors's portfolio in Q3 2025, its #126 holding.
3,789 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.