LifeWealth Investments’s Chevron CVX Stock Holding History

LifeWealth Investments’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	-1,455	Closed	-$211K	–	139
2024 Q4	$211K	Buy	+1,455	New	+$223K	0.14%	142

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LifeWealth Investments's CVX Position: Q1 2025 in Review

LifeWealth Investments sold out of Chevron (CVX) in Q1 2025, closing a stake of 1,455 shares — an estimated $211K sold.

LifeWealth Investments first reported a position in CVX in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 3,822 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

LifeWealth Investments reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 1,455 Chevron shares in Q1 2025, an estimated $211K.
LifeWealth Investments first reported a position in Chevron in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's Chevron position peaked at $211K in Q4 2024.
3,822 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.