PWM
CVX icon

Parkworth Wealth Management’s Chevron CVX Stock Holding History

Parkworth Wealth Management’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 		$239K Buy
1,666
+21
+1% +$2.96K 0.17% 55
2025
Q1 		$275K Sell
1,645
-162
-9% -$25.4K 0.22% 47
2024
Q4 		$262K Buy
+1,807
New +$277K 0.22% 44

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

Parkworth Wealth Management's CVX Position: Q2 2025 in Review

Parkworth Wealth Management increased its Chevron (CVX) stake by 1.3% in Q2 2025, buying an estimated $2.96K and bringing the position to 1,666 shares worth $239K. The position accounts for 0.17% of the portfolio, ranked #55.

Parkworth Wealth Management first reported a position in CVX in Q4 2024 and has held it in 3 quarters since. The position peaked at $275K in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Parkworth Wealth Management held 1,666 shares of Chevron worth $239K as of Q2 2025.
  • Parkworth Wealth Management bought 21 Chevron shares in Q2 2025, an estimated $2.96K.
  • Chevron made up 0.17% of Parkworth Wealth Management's portfolio in Q2 2025, its #55 holding.
  • Parkworth Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Chevron position peaked at $275K in Q1 2025.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.