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MorganRosel Wealth Management’s Chevron CVX Stock Holding History

MorganRosel 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 		– Sell
-528
Closed -$75.6K – 169
2025
Q2 		$75.6K Hold
528
– – 0.02% 159
2025
Q1 		$88.3K Buy
+528
New +$82.7K 0.03% 140
2023
Q2 		– Sell
-5,473
Closed -$893K – 97
2023
Q1 		$893K Buy
5,473
+4,094
+297% +$686K 0.38% 49
2022
Q4 		$248K Buy
+1,379
New +$241K 0.11% 85

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

MorganRosel Wealth Management's CVX Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Chevron (CVX) in Q3 2025, closing a stake of 528 shares — an estimated $75.6K sold.

MorganRosel Wealth Management first reported a position in CVX in Q4 2022 and held it in 4 quarters. The position peaked at $893K in Q1 2023. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Chevron position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 528 Chevron shares in Q3 2025, an estimated $75.6K.
  • MorganRosel Wealth Management first reported a position in Chevron in Q4 2022 and held it in 4 quarters.
  • MorganRosel Wealth Management's Chevron position peaked at $893K in Q1 2023.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.