Heritage Oak Wealth Advisors’s Chevron CVX Stock Holding History

Heritage Oak 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	–	Sell	-1,447	Closed	-$210K	–	73
2024 Q4	$210K	Buy	+1,447	New	+$221K	0.1%	72
2024 Q3	–	Sell	-3,136	Closed	-$491K	–	164
2024 Q2	$491K	Buy	+3,136	New	+$500K	0.25%	57

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Heritage Oak Wealth Advisors's CVX Position: Q1 2025 in Review

Heritage Oak Wealth Advisors sold out of Chevron (CVX) in Q1 2025, closing a stake of 1,447 shares — an estimated $210K sold.

Heritage Oak Wealth Advisors first reported a position in CVX in Q2 2024 and held it in 2 quarters. The position peaked at $491K in Q2 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

Heritage Oak Wealth Advisors reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 1,447 Chevron shares in Q1 2025, an estimated $210K.
Heritage Oak Wealth Advisors first reported a position in Chevron in Q2 2024 and held it in 2 quarters.
Heritage Oak Wealth Advisors's Chevron position peaked at $491K in Q2 2024.
3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.