OBWP
CVX icon

O'Brien Wealth Partners’s Chevron CVX Stock Holding History

O'Brien Wealth Partners’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
Q4 		– Sell
-682
Closed -$106K – 114
2025
Q3 		$106K Buy
682
+6
+0.9% +$929 0.01% 73
2025
Q2 		$96.8K Sell
676
-108
-14% -$15.2K 0.02% 61
2025
Q1 		$131K Sell
784
-83
-10% -$13K 0.02% 51
2024
Q4 		$126K Sell
867
-190
-18% -$29.1K 0.02% 52
2024
Q3 		$156K Sell
1,057
-15
-1% -$2.23K 0.03% 48
2024
Q2 		$168K Hold
1,072
– – 0.04% 44
2024
Q1 		$169K Sell
1,072
-200
-16% -$30.2K 0.04% 45
2023
Q4 		$190K Buy
1,272
+159
+14% +$24K 0.05% 43
2023
Q3 		$188K Hold
1,113
– – 0.05% 42
2023
Q2 		$175K Sell
1,113
-196
-15% -$31.4K 0.05% 44
2023
Q1 		$214K Sell
1,309
-47
-3% -$7.88K 0.07% 41
2022
Q4 		$243K Sell
1,356
-249
-16% -$43.5K 0.1% 38
2022
Q3 		$231K Buy
1,605
+22
+1% +$3.35K 0.1% 42
2022
Q2 		$229K Buy
1,583
+63
+4% +$10.4K 0.1% 45
2022
Q1 		$242K Buy
1,520
+174
+13% +$25K 0.1% 34
2021
Q4 		$184K Buy
1,346
+46
+4% +$5.22K 0.06% 41
2021
Q3 		$138K Sell
1,300
-913
-41% -$91.1K 0.05% 40
2021
Q2 		$231K Buy
2,213
+43
+2% +$4.54K 0.08% 39
2021
Q1 		$224K Buy
+2,170
New +$212K 0.07% 39
2020
Q1 		– Sell
-2,433
Closed -$293K – 32
2019
Q4 		$293K Buy
+2,433
New +$287K 0.21% 30
2018
Q4 		– Sell
-1,257
Closed -$154K – 87
2018
Q3 		$154K Buy
1,257
+1,229
+4,389% +$149K 0.1% 40
2018
Q2 		$4K Sell
28
-1,229
-98% -$153K ﹤0.01% 73
2018
Q1 		$143K Buy
+1,257
New +$150K 0.1% 35

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

O'Brien Wealth Partners's CVX Position: Q4 2025 in Review

O'Brien Wealth Partners sold out of Chevron (CVX) in Q4 2025, closing a stake of 682 shares — an estimated $106K sold.

O'Brien Wealth Partners first reported a position in CVX in Q1 2018 and held it in 23 quarters. The position peaked at $293K in Q4 2019. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • O'Brien Wealth Partners reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • O'Brien Wealth Partners sold 682 Chevron shares in Q4 2025, an estimated $106K.
  • O'Brien Wealth Partners first reported a position in Chevron in Q1 2018 and held it in 23 quarters.
  • O'Brien Wealth Partners's Chevron position peaked at $293K in Q4 2019.
  • 3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.