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Northwest Financial Advisors’s Chevron CVX Stock Holding History

Northwest Financial 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 		– Sell
-1,718
Closed -$287K – 102
2025
Q1 		$287K Sell
1,718
-11
-0.6% -$1.72K 0.24% 85
2024
Q4 		$250K Buy
1,729
+134
+8% +$20.5K 0.21% 96
2024
Q3 		$235K Buy
1,595
+1
+0.1% +$149 0.19% 87
2024
Q2 		$249K Sell
1,594
-55
-3% -$8.77K 0.25% 77
2024
Q1 		$260K Sell
1,649
-43
-3% -$6.49K 0.29% 77
2023
Q4 		$252K Buy
+1,692
New +$256K 0.21% 76

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

Northwest Financial Advisors's CVX Position: Q2 2025 in Review

Northwest Financial Advisors sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,718 shares — an estimated $287K sold.

Northwest Financial Advisors first reported a position in CVX in Q4 2023 and held it in 6 quarters. The position peaked at $287K in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Northwest Financial Advisors reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,718 Chevron shares in Q2 2025, an estimated $287K.
  • Northwest Financial Advisors first reported a position in Chevron in Q4 2023 and held it in 6 quarters.
  • Northwest Financial Advisors's Chevron position peaked at $287K in Q1 2025.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.