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My Legacy Advisors’s Chevron CVX Stock Holding History

My Legacy 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 		$1.1M Buy
7,125
+821
+13% +$116K 0.39% 70
2025
Q1 		$1.05M Sell
6,304
-113
-2% -$17.7K 0.41% 72
2024
Q4 		$1.02M Sell
6,417
-374
-6% -$57.2K 0.39% 69
2024
Q3 		$1M Sell
6,791
-1,195
-15% -$178K 0.39% 72
2024
Q2 		$1.25M Sell
7,986
-119
-1% -$19K 0.4% 61
2024
Q1 		$1.28M Buy
8,105
+196
+2% +$29.6K 0.43% 57
2023
Q4 		$1.15M Buy
7,909
+255
+3% +$38.6K 0.42% 67
2023
Q3 		$1.29M Buy
7,654
+5
+0.1% +$808 0.53% 49
2023
Q2 		$1.2M Buy
7,649
+195
+3% +$31.3K 0.47% 59
2023
Q1 		$1.25M Sell
7,454
-63
-0.8% -$10.6K 0.54% 56
2022
Q4 		$1.27M Buy
7,517
+522
+7% +$91.1K 0.54% 50
2022
Q3 		$1.12M Buy
6,995
+457
+7% +$69.7K 0.57% 49
2022
Q2 		$925K Buy
6,538
+578
+10% +$95.5K 0.46% 67
2022
Q1 		$970K Buy
+5,960
New +$855K 0.45% 66

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

My Legacy Advisors's CVX Position: Q2 2025 in Review

My Legacy Advisors increased its Chevron (CVX) stake by 13% in Q2 2025, buying an estimated $116K and bringing the position to 7,125 shares worth $1.1M. The position accounts for 0.39% of the portfolio, ranked #70.

My Legacy Advisors first reported a position in CVX in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.29M in Q3 2023. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • My Legacy Advisors held 7,125 shares of Chevron worth $1.1M as of Q2 2025.
  • My Legacy Advisors bought 821 Chevron shares in Q2 2025, an estimated $116K.
  • Chevron made up 0.39% of My Legacy Advisors's portfolio in Q2 2025, its #70 holding.
  • My Legacy Advisors first reported a position in Chevron in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Chevron position peaked at $1.29M in Q3 2023.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.