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Masso Torrence Wealth Management’s Chevron CVX Stock Holding History

Masso Torrence Wealth Management’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 		$219K Buy
+1,411
New +$219K 0.09% 98
2025
Q2 		– Sell
-1,319
Closed -$221K – 102
2025
Q1 		$221K Buy
+1,319
New +$206K 0.12% 87
2022
Q1 		– Sell
-57
Closed -$7K – 137
2021
Q4 		$7K Buy
+57
New +$6.47K ﹤0.01% 288

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Masso Torrence Wealth Management's CVX Position: Q3 2025 in Review

Masso Torrence Wealth Management opened a new position in Chevron (CVX) in Q3 2025: 1,411 shares worth $219K. The stake represents 0.09% of the portfolio and ranks #98 among its holdings. This is a return to the name: Masso Torrence Wealth Management previously reported a position in CVX as recently as Q1 2025.

Masso Torrence Wealth Management first reported a position in CVX in Q4 2021 and has held it in 3 quarters since. The position peaked at $221K in Q1 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Masso Torrence Wealth Management held 1,411 shares of Chevron worth $219K as of Q3 2025.
  • Chevron was a new Masso Torrence Wealth Management position in Q3 2025.
  • Chevron made up 0.09% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #98 holding.
  • Masso Torrence Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 3 quarters since.
  • Masso Torrence Wealth Management's Chevron position peaked at $221K in Q1 2025.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.