Lowe Wealth Advisors’s Chevron CVX Stock Holding History

Lowe 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 Q3	$95.8K	Sell	617 -21	-3%	-$3.25K	0.04%	102
2025 Q2	$91.4K	Hold	638	–	–	0.04%	96
2025 Q1	$107K	Hold	638	–	–	0.05%	87
2024 Q4	$92.4K	Buy	638 +20	+3%	+$3.06K	0.04%	90
2024 Q3	$91K	Hold	618	–	–	0.04%	82
2024 Q2	$96.7K	Sell	618 -120	-16%	-$19.1K	0.04%	78
2024 Q1	$116K	Hold	738	–	–	0.05%	69
2023 Q4	$110K	Hold	738	–	–	0.05%	76
2023 Q3	$124K	Hold	738	–	–	0.07%	61
2023 Q2	$116K	Hold	738	–	–	0.06%	70
2023 Q1	$120K	Hold	738	–	–	0.06%	69
2022 Q4	$132K	Hold	738	–	–	0.07%	58
2022 Q3	$106K	Hold	738	–	–	0.06%	61
2022 Q2	$107K	Hold	738	–	–	0.06%	61
2022 Q1	$120K	Hold	738	–	–	0.05%	64
2021 Q4	$87K	Hold	738	–	–	0.04%	75
2021 Q3	$75K	Hold	738	–	–	0.04%	74
2021 Q2	$77K	Hold	738	–	–	0.04%	72
2021 Q1	$77K	Hold	738	–	–	0.04%	68
2020 Q4	$62K	Hold	738	–	–	0.03%	70
2020 Q3	$53K	Hold	738	–	–	0.03%	69
2020 Q2	$66K	Hold	738	–	–	0.04%	55
2020 Q1	$53K	Hold	738	–	–	0.04%	56
2019 Q4	$89K	Sell	738 -424	-36%	-$49.9K	0.05%	48
2019 Q3	$138K	Hold	1,162	–	–	0.08%	36
2019 Q2	$145K	Sell	1,162 -17	-1%	-$2.06K	0.09%	36
2019 Q1	$145K	Buy	1,179 +17	+1%	+$2.01K	0.09%	35
2018 Q4	$126K	Hold	1,162	–	–	0.09%	37
2018 Q3	$142K	Hold	1,162	–	–	0.08%	39
2018 Q2	$147K	Hold	1,162	–	–	0.09%	37
2018 Q1	$133K	Buy	1,162 +118	+11%	+$14.1K	0.08%	41
2017 Q4	$131K	Hold	1,044	–	–	0.08%	44
2017 Q3	$123K	Hold	1,044	–	–	0.08%	43
2017 Q2	$109K	Hold	1,044	–	–	0.07%	44
2017 Q1	$112K	Hold	1,044	–	–	0.07%	44
2016 Q4	$123K	Hold	1,044	–	–	0.08%	40
2016 Q3	$107K	Hold	1,044	–	–	0.07%	40
2016 Q2	$109K	Hold	1,044	–	–	0.07%	38
2016 Q1	$100K	Hold	1,044	–	–	0.07%	39
2015 Q4	$94K	Hold	1,044	–	–	0.06%	42
2015 Q3	$82K	Sell	1,044 -92	-8%	-$7.74K	0.06%	43
2015 Q2	$110K	Hold	1,136	–	–	0.07%	44
2015 Q1	$119K	Buy	1,136 +92	+9%	+$9.82K	0.08%	41
2014 Q4	$117K	Buy	+1,044	New	+$119K	0.08%	42

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lowe Wealth Advisors's CVX Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Chevron (CVX) stake by 3.3% in Q3 2025, selling an estimated $3.25K and leaving 617 shares worth $95.8K. The position accounts for 0.04% of the portfolio, ranked #102.

Lowe Wealth Advisors first reported a position in CVX in Q4 2014 and has held it in 44 quarters since. The position peaked at $147K in Q2 2018. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

Lowe Wealth Advisors held 617 shares of Chevron worth $95.8K as of Q3 2025.
Lowe Wealth Advisors sold 21 Chevron shares in Q3 2025, an estimated $3.25K.
Chevron made up 0.04% of Lowe Wealth Advisors's portfolio in Q3 2025, its #102 holding.
Lowe Wealth Advisors first reported a position in Chevron in Q4 2014 and has held it in 44 quarters since.
Lowe Wealth Advisors's Chevron position peaked at $147K in Q2 2018.
3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.