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Livelsberger Financial Advisory’s Chevron CVX Stock Holding History

Livelsberger Financial Advisory’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 		– Sell
-327
Closed -$46.8K – 27
2025
Q2 		$46.8K Buy
+327
New +$46.1K 0.91% 27
2024
Q4 		– Sell
-318
Closed -$46.9K – 25
2024
Q3 		$46.9K Buy
+318
New +$47.3K 0.98% 29
2024
Q1 		– Sell
-310
Closed -$46.2K – 57
2023
Q4 		$46.2K Buy
+310
New +$46.9K 0.04% 165

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Livelsberger Financial Advisory's CVX Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Chevron (CVX) in Q3 2025, closing a stake of 327 shares — an estimated $46.8K sold.

Livelsberger Financial Advisory first reported a position in CVX in Q4 2023 and held it in 3 quarters. The position peaked at $46.9K in Q3 2024. 3,795 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 327 Chevron shares in Q3 2025, an estimated $46.8K.
  • Livelsberger Financial Advisory first reported a position in Chevron in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Chevron position peaked at $46.9K in Q3 2024.
  • 3,795 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.