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Marcum Wealth’s Chevron CVX Stock Holding History

Marcum Wealth’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 		$2.98M Buy
17,823
+266
+2% +$41.6K 0.26% 44
2024
Q4 		$2.54M Sell
17,557
-405
-2% -$62K 0.22% 53
2024
Q3 		$2.65M Sell
17,962
-1,219
-6% -$181K 0.25% 47
2024
Q2 		$3M Sell
19,181
-578
-3% -$92.2K 0.3% 39
2024
Q1 		$3.12M Buy
19,759
+2,152
+12% +$325K 0.32% 30
2023
Q4 		$2.63M Sell
17,607
-195
-1% -$29.5K 0.28% 34
2023
Q3 		$3M Buy
17,802
+170
+1% +$27.5K 0.36% 29
2023
Q2 		$2.77M Buy
17,632
+946
+6% +$152K 0.33% 30
2023
Q1 		$2.72M Buy
16,686
+88
+0.5% +$14.8K 0.34% 29
2022
Q4 		$2.98M Sell
16,598
-491
-3% -$85.7K 0.4% 26
2022
Q3 		$2.46M Buy
17,089
+932
+6% +$142K 0.37% 28
2022
Q2 		$2.34M Sell
16,157
-989
-6% -$163K 0.35% 30
2022
Q1 		$2.79M Sell
17,146
-1,546
-8% -$222K 0.39% 26
2021
Q4 		$2.19M Sell
18,692
-171
-0.9% -$19.4K 0.31% 39
2021
Q3 		$1.91M Buy
18,863
+3,901
+26% +$389K 0.3% 41
2021
Q2 		$1.57M Buy
14,962
+346
+2% +$36.5K 0.25% 48
2021
Q1 		$1.53M Buy
14,616
+9,975
+215% +$974K 0.25% 50
2020
Q4 		$392K Sell
4,641
-748
-14% -$60.6K 0.09% 79
2020
Q3 		$388K Sell
5,389
-549
-9% -$46.2K 0.12% 62
2020
Q2 		$530K Buy
5,938
+435
+8% +$38.9K 0.16% 50
2020
Q1 		$399K Sell
5,503
-367
-6% -$36.3K 0.15% 48
2019
Q4 		$707K Buy
+5,870
New +$691K 0.26% 35

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marcum Wealth's CVX Position: Q1 2025 in Review

Marcum Wealth increased its Chevron (CVX) stake by 1.5% in Q1 2025, buying an estimated $41.6K and bringing the position to 17,823 shares worth $2.98M. The position accounts for 0.26% of the portfolio, ranked #44.

Marcum Wealth first reported a position in CVX in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.12M in Q1 2024. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Marcum Wealth held 17,823 shares of Chevron worth $2.98M as of Q1 2025.
  • Marcum Wealth bought 266 Chevron shares in Q1 2025, an estimated $41.6K.
  • Chevron made up 0.26% of Marcum Wealth's portfolio in Q1 2025, its #44 holding.
  • Marcum Wealth first reported a position in Chevron in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Chevron position peaked at $3.12M in Q1 2024.
  • 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.