MPW
CVX icon

Monterey Private Wealth’s Chevron CVX Stock Holding History

Monterey Private 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 		$816K Buy
4,879
+20
+0.4% +$3.13K 0.24% 45
2024
Q4 		$704K Buy
4,859
+170
+4% +$26K 0.23% 49
2024
Q3 		$691K Buy
4,689
+10
+0.2% +$1.49K 0.24% 51
2024
Q2 		$732K Buy
4,679
+260
+6% +$41.5K 0.27% 48
2024
Q1 		$697K Buy
4,419
+23
+0.5% +$3.47K 0.28% 45
2023
Q4 		$656K Sell
4,396
-42
-0.9% -$6.35K 0.3% 43
2023
Q3 		$748K Sell
4,438
-167
-4% -$27K 0.38% 37
2023
Q2 		$725K Sell
4,605
-599
-12% -$96K 0.35% 41
2023
Q1 		$849K Sell
5,204
-72
-1% -$12.1K 0.44% 35
2022
Q4 		$947K Sell
5,276
-35
-0.7% -$6.11K 0.51% 33
2022
Q3 		$769K Sell
5,311
-710
-12% -$108K 0.46% 35
2022
Q2 		$872K Buy
6,021
+172
+3% +$28.4K 0.5% 33
2022
Q1 		$968K Sell
5,849
-212
-3% -$30.4K 0.47% 34
2021
Q4 		$711K Sell
6,061
-385
-6% -$43.7K 0.35% 44
2021
Q3 		$682K Buy
6,446
+71
+1% +$7.08K 0.38% 41
2021
Q2 		$668K Buy
6,375
+457
+8% +$48.2K 0.38% 39
2021
Q1 		$601K Buy
5,918
+509
+9% +$49.7K 0.33% 40
2020
Q4 		$457K Buy
5,409
+16
+0.3% +$1.29K 0.26% 46
2020
Q3 		$388K Buy
5,393
+18
+0.3% +$1.51K 0.25% 53
2020
Q2 		$480K Sell
5,375
-8
-0.1% -$716 0.34% 42
2020
Q1 		$390K Sell
5,383
-579
-10% -$57.2K 0.33% 40
2019
Q4 		$718K Buy
+5,962
New +$702K 0.58% 23

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

Monterey Private Wealth's CVX Position: Q1 2025 in Review

Monterey Private Wealth increased its Chevron (CVX) stake by 0.41% in Q1 2025, buying an estimated $3.13K and bringing the position to 4,879 shares worth $816K. The position accounts for 0.24% of the portfolio, ranked #45.

Monterey Private Wealth first reported a position in CVX in Q4 2019 and has held it in 22 quarters since. The position peaked at $968K in Q1 2022. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Monterey Private Wealth held 4,879 shares of Chevron worth $816K as of Q1 2025.
  • Monterey Private Wealth bought 20 Chevron shares in Q1 2025, an estimated $3.13K.
  • Chevron made up 0.24% of Monterey Private Wealth's portfolio in Q1 2025, its #45 holding.
  • Monterey Private Wealth first reported a position in Chevron in Q4 2019 and has held it in 22 quarters since.
  • Monterey Private Wealth's Chevron position peaked at $968K in Q1 2022.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.