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Mid-American Wealth Advisory Group’s Chevron CVX Stock Holding History

Mid-American Wealth Advisory Group’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 		– Sell
-468
Closed -$67K – 106
2025
Q2 		$67K Buy
+468
New +$66K 0.03% 65

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

Mid-American Wealth Advisory Group's CVX Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Chevron (CVX) in Q3 2025, closing a stake of 468 shares — an estimated $67K sold.

Mid-American Wealth Advisory Group first reported a position in CVX in Q2 2025 and held it in 1 quarter. The position peaked at $67K in Q2 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 468 Chevron shares in Q3 2025, an estimated $67K.
  • Mid-American Wealth Advisory Group first reported a position in Chevron in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Chevron position peaked at $67K in Q2 2025.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.