LWM
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Laidlaw Wealth Management’s Chevron CVX Stock Holding History

Laidlaw 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
Q1 		– Sell
-3,937
Closed -$570K – 73
2024
Q4 		$570K Buy
3,937
+289
+8% +$44.2K 0.25% 98
2024
Q3 		$537K Sell
3,648
-346
-9% -$51.5K 0.27% 109
2024
Q2 		$625K Sell
3,994
-79
-2% -$12.6K 0.34% 80
2024
Q1 		$642K Sell
4,073
-4,992
-55% -$753K 0.36% 85
2023
Q4 		$1.35M Sell
9,065
-3,951
-30% -$598K 0.49% 60
2023
Q3 		$2.19M Sell
13,016
-5,307
-29% -$857K 0.73% 33
2023
Q2 		$2.88M Sell
18,323
-368
-2% -$59K 0.56% 43
2023
Q1 		$3.05M Buy
18,691
+956
+5% +$160K 0.62% 38
2022
Q4 		$3.18M Sell
17,735
-443
-2% -$77.3K 0.68% 37
2022
Q3 		$2.61M Sell
18,178
-1,014
-5% -$155K 0.61% 43
2022
Q2 		$2.78M Buy
19,192
+802
+4% +$133K 0.57% 46
2022
Q1 		$2.99M Sell
18,390
-1,355
-7% -$194K 0.5% 52
2021
Q4 		$2.32M Buy
+19,745
New +$2.24M 0.37% 73
2021
Q1 		– Sell
-17,740
Closed -$1.5M – 248
2020
Q4 		$1.5M Buy
17,740
+11,472
+183% +$929K 0.32% 90
2020
Q3 		$451K Buy
6,268
+568
+10% +$47.8K 0.2% 117
2020
Q2 		$509K Buy
5,700
+1,191
+26% +$107K 0.27% 100
2020
Q1 		$327K Buy
4,509
+301
+7% +$29.7K 0.21% 109
2019
Q4 		$507K Buy
+4,208
New +$496K 0.32% 93

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laidlaw Wealth Management's CVX Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Chevron (CVX) in Q1 2025, closing a stake of 3,937 shares — an estimated $570K sold.

Laidlaw Wealth Management first reported a position in CVX in Q4 2019 and held it in 18 quarters. The position peaked at $3.18M in Q4 2022. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,937 Chevron shares in Q1 2025, an estimated $570K.
  • Laidlaw Wealth Management first reported a position in Chevron in Q4 2019 and held it in 18 quarters.
  • Laidlaw Wealth Management's Chevron position peaked at $3.18M in Q4 2022.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.