LRWA
CVX icon

Long Run Wealth Advisors’s Chevron CVX Stock Holding History

Long Run 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
Q4 		$347K Buy
2,277
+222
+11% +$33.8K 0.07% 86
2025
Q3 		$319K Buy
2,055
+110
+6% +$17K 0.06% 86
2025
Q2 		$278K Buy
1,945
+138
+8% +$19.5K 0.06% 93
2025
Q1 		$302K Buy
+1,807
New +$283K 0.07% 87
2024
Q4 		– Sell
-3,303
Closed -$486K – 104
2024
Q3 		$486K Buy
3,303
+465
+16% +$69.2K 0.11% 73
2024
Q2 		$444K Buy
2,838
+74
+3% +$11.8K 0.11% 72
2024
Q1 		$436K Buy
2,764
+153
+6% +$23.1K 0.11% 73
2023
Q4 		$389K Buy
+2,611
New +$395K 0.11% 74
2023
Q3 		– Sell
-1,795
Closed -$282K – 86
2023
Q2 		$282K Buy
1,795
+6
+0.3% +$962 0.09% 81
2023
Q1 		$292K Buy
1,789
+106
+6% +$17.8K 0.1% 85
2022
Q4 		$302K Buy
1,683
+46
+3% +$8.03K 0.11% 86
2022
Q3 		$235K Sell
1,637
-207
-11% -$31.6K 0.09% 87
2022
Q2 		$267K Buy
+1,844
New +$305K 0.1% 84

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Long Run Wealth Advisors's CVX Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Chevron (CVX) stake by 11% in Q4 2025, buying an estimated $33.8K and bringing the position to 2,277 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #86.

Long Run Wealth Advisors first reported a position in CVX in Q2 2022 and has held it in 13 quarters since. The position peaked at $486K in Q3 2024. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Long Run Wealth Advisors held 2,277 shares of Chevron worth $347K as of Q4 2025.
  • Long Run Wealth Advisors bought 222 Chevron shares in Q4 2025, an estimated $33.8K.
  • Chevron made up 0.07% of Long Run Wealth Advisors's portfolio in Q4 2025, its #86 holding.
  • Long Run Wealth Advisors first reported a position in Chevron in Q2 2022 and has held it in 13 quarters since.
  • Long Run Wealth Advisors's Chevron position peaked at $486K in Q3 2024.
  • 3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.