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LWM Advisory Services’s Chevron CVX Stock Holding History

LWM Advisory Services’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 		– Sell
-2,857
Closed -$443K – 91
2025
Q3 		$443K Buy
2,857
+307
+12% +$47.5K 0.26% 61
2025
Q2 		$365K Sell
2,550
-50
-2% -$7.05K 0.25% 71
2025
Q1 		$435K Buy
2,600
+15
+0.6% +$2.35K 0.3% 62
2024
Q4 		$375K Hold
2,585
– – 0.26% 70
2024
Q3 		$381K Buy
2,585
+343
+15% +$51.1K 0.28% 65
2024
Q2 		$351K Sell
2,242
-255
-10% -$40.7K 0.29% 59
2024
Q1 		$394K Sell
2,497
-93
-4% -$14K 0.32% 59
2023
Q4 		$386K Buy
2,590
+27
+1% +$4.08K 0.34% 56
2023
Q3 		$431K Hold
2,563
– – 0.46% 42
2023
Q2 		$402K Sell
2,563
-240
-9% -$38.5K 0.42% 44
2023
Q1 		$460K Buy
2,803
+64
+2% +$10.7K 0.49% 40
2022
Q4 		$492K Sell
2,739
-3,343
-55% -$583K 0.54% 36
2022
Q3 		$893K Buy
6,082
+544
+10% +$83K 1.01% 21
2022
Q2 		$801K Buy
5,538
+1,647
+42% +$272K 0.96% 21
2022
Q1 		$634K Buy
3,891
+651
+20% +$93.4K 0.79% 36
2021
Q4 		$380K Buy
+3,240
New +$368K 0.47% 64

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LWM Advisory Services's CVX Position: Q4 2025 in Review

LWM Advisory Services sold out of Chevron (CVX) in Q4 2025, closing a stake of 2,857 shares — an estimated $443K sold.

LWM Advisory Services first reported a position in CVX in Q4 2021 and held it in 16 quarters. The position peaked at $893K in Q3 2022. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • LWM Advisory Services reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • LWM Advisory Services sold 2,857 Chevron shares in Q4 2025, an estimated $443K.
  • LWM Advisory Services first reported a position in Chevron in Q4 2021 and held it in 16 quarters.
  • LWM Advisory Services's Chevron position peaked at $893K in Q3 2022.
  • 3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.