Moser Wealth Advisors’s Chevron CVX Stock Holding History

Moser Wealth Advisors’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 Q2	$5.3K	Buy	+37	New	+$5.22K	﹤0.01%	160
2025 Q1	–	Sell	-80	Closed	-$11.6K	–	165
2024 Q4	$11.6K	Hold	80	–	–	0.01%	113
2024 Q3	$11.8K	Hold	80	–	–	0.01%	116
2024 Q2	$12.5K	Hold	80	–	–	0.01%	116
2024 Q1	$12.6K	Buy	+80	New	+$12.1K	0.01%	116
2022 Q1	–	Sell	-765	Closed	-$90K	–	136
2021 Q4	$90K	Hold	765	–	–	0.05%	81
2021 Q3	$78K	Hold	765	–	–	0.05%	85
2021 Q2	$80K	Sell	765 -5	-0.6%	-$528	0.05%	85
2021 Q1	$81K	Hold	770	–	–	0.06%	82
2020 Q4	$65K	Sell	770 -200	-21%	-$16.2K	0.05%	81
2020 Q3	$70K	Hold	970	–	–	0.06%	75
2020 Q2	$87K	Hold	970	–	–	0.08%	64
2020 Q1	$70K	Sell	970 -140	-13%	-$13.8K	0.08%	67
2019 Q4	$134K	Buy	+1,110	New	+$131K	0.13%	60

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moser Wealth Advisors's CVX Position: Q2 2025 in Review

Moser Wealth Advisors opened a new position in Chevron (CVX) in Q2 2025: 37 shares worth $5.3K. The stake represents ﹤0.01% of the portfolio and ranks #160 among its holdings. This is a return to the name: Moser Wealth Advisors previously reported a position in CVX as recently as Q4 2024.

Moser Wealth Advisors first reported a position in CVX in Q4 2019 and has held it in 14 quarters since. The position peaked at $134K in Q4 2019. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Moser Wealth Advisors held 37 shares of Chevron worth $5.3K as of Q2 2025.
Chevron was a new Moser Wealth Advisors position in Q2 2025.
Chevron made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #160 holding.
Moser Wealth Advisors first reported a position in Chevron in Q4 2019 and has held it in 14 quarters since.
Moser Wealth Advisors's Chevron position peaked at $134K in Q4 2019.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.