Iron Horse Wealth Management’s Chevron CVX Stock Holding History

Iron Horse 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 Q2	$150K	Buy	1,049 +38	+4%	+$5.36K	0.04%	62
2025 Q1	$169K	Buy	1,011 +124	+14%	+$19.4K	0.05%	55
2024 Q4	$128K	Sell	887 -54	-6%	-$8.27K	0.04%	68
2024 Q3	$139K	Buy	941 +51	+6%	+$7.59K	0.05%	61
2024 Q2	$139K	Hold	890	–	–	0.05%	55
2024 Q1	$140K	Buy	890 +15	+2%	+$2.26K	0.06%	49
2023 Q4	$131K	Buy	875 +80	+10%	+$12.1K	0.06%	46
2023 Q3	$134K	Hold	795	–	–	0.07%	42
2023 Q2	$125K	Buy	795 +9	+1%	+$1.44K	0.06%	45
2023 Q1	$128K	Sell	786 -181	-19%	-$30.3K	0.06%	46
2022 Q4	$174K	Buy	967 +492	+104%	+$85.9K	0.09%	40
2022 Q3	$68K	Sell	475 -511	-52%	-$77.9K	0.1%	34
2022 Q2	$143K	Buy	986 +5	+0.5%	+$827	0.08%	41
2022 Q1	$160K	Sell	981 -50	-5%	-$7.17K	0.09%	43
2021 Q4	$121K	Buy	1,031 +183	+22%	+$20.8K	0.07%	54
2021 Q3	$86K	Sell	848 -300	-26%	-$29.9K	0.05%	55
2021 Q2	$120K	Sell	1,148 -365	-24%	-$38.5K	0.08%	51
2021 Q1	$159K	Hold	1,513	–	–	0.12%	45
2020 Q4	$128K	Buy	+1,513	New	+$123K	0.1%	47

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Iron Horse Wealth Management's CVX Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Chevron (CVX) stake by 3.8% in Q2 2025, buying an estimated $5.36K and bringing the position to 1,049 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #62.

Iron Horse Wealth Management first reported a position in CVX in Q4 2020 and has held it in 19 quarters since. The position peaked at $174K in Q4 2022. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Iron Horse Wealth Management held 1,049 shares of Chevron worth $150K as of Q2 2025.
Iron Horse Wealth Management bought 38 Chevron shares in Q2 2025, an estimated $5.36K.
Chevron made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #62 holding.
Iron Horse Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Chevron position peaked at $174K in Q4 2022.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.