MWM
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MGB Wealth Management’s Chevron CVX Stock Holding History

MGB 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
Q4 		$1.11M Buy
7,291
+350
+5% +$53.3K 0.32% 65
2025
Q3 		$1.08M Buy
6,941
+2,650
+62% +$410K 0.3% 65
2025
Q2 		$614K Buy
4,291
+800
+23% +$113K 0.2% 104
2025
Q1 		$584K Hold
3,491
– – 0.21% 109
2024
Q4 		$506K Sell
3,491
-501
-13% -$76.7K 0.16% 114
2024
Q3 		$588K Hold
3,992
– – 0.21% 101
2024
Q2 		$621K Sell
3,992
-505
-11% -$80.5K 0.23% 97
2024
Q1 		$709K Buy
4,497
+580
+15% +$87.5K 0.29% 85
2023
Q4 		$584K Buy
+3,917
New +$592K 0.29% 94

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 $5.7T 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