Pacific Capital Wealth Advisors’s Chevron CVX Stock Holding History

Pacific Capital 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	–	Sell	-12,627	Closed	-$2.11M	–	78
2025 Q1	$2.11M	Hold	12,627	–	–	0.37%	29
2024 Q4	$1.83M	Sell	12,627 -68	-0.5%	-$10.4K	0.31%	30
2024 Q3	$1.87M	Sell	12,695 -104	-0.8%	-$15.5K	0.31%	32
2024 Q2	$2M	Buy	12,799 +334	+3%	+$53.3K	0.37%	27
2024 Q1	$1.97M	Buy	12,465 +73	+0.6%	+$11K	0.46%	29
2023 Q4	$1.85M	Hold	12,392	–	–	0.47%	30
2023 Q3	$2.09M	Hold	12,392	–	–	0.59%	28
2023 Q2	$1.95M	Sell	12,392 -607	-5%	-$97.3K	0.49%	32
2023 Q1	$2.12M	Hold	12,999	–	–	0.55%	32
2022 Q4	$2.33M	Buy	12,999 +607	+5%	+$106K	0.6%	32
2022 Q3	$1.78M	Hold	12,392	–	–	0.48%	36
2022 Q2	$1.79M	Hold	12,392	–	–	0.5%	42
2022 Q1	$2.02M	Hold	12,392	–	–	0.58%	39
2021 Q4	$1.45M	Hold	12,392	–	–	0.42%	48
2021 Q3	$1.26M	Sell	12,392 -118	-0.9%	-$11.8K	0.4%	47
2021 Q2	$1.31M	Hold	12,510	–	–	0.66%	41
2021 Q1	$1.31M	Buy	12,510 +154	+1%	+$15K	0.73%	35
2020 Q4	$1.04M	Hold	12,356	–	–	0.59%	39
2020 Q3	$890K	Sell	12,356 -35	-0.3%	-$2.94K	0.53%	38
2020 Q2	$1.11M	Hold	12,391	–	–	0.75%	33
2020 Q1	$898K	Buy	12,391 +35	+0.3%	+$3.46K	0.68%	32
2019 Q4	$1.49M	Buy	+12,356	New	+$1.46M	0.99%	31

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

Pacific Capital Wealth Advisors's CVX Position: Q2 2025 in Review

Pacific Capital Wealth Advisors sold out of Chevron (CVX) in Q2 2025, closing a stake of 12,627 shares — an estimated $2.11M sold.

Pacific Capital Wealth Advisors first reported a position in CVX in Q4 2019 and held it in 22 quarters. The position peaked at $2.33M in Q4 2022. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Pacific Capital Wealth Advisors reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 12,627 Chevron shares in Q2 2025, an estimated $2.11M.
Pacific Capital Wealth Advisors first reported a position in Chevron in Q4 2019 and held it in 22 quarters.
Pacific Capital Wealth Advisors's Chevron position peaked at $2.33M in Q4 2022.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.