PWM
CVX icon

PBMares Wealth Management’s Chevron CVX Stock Holding History

PBMares 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
Q3 		$834K Buy
5,369
+54
+1% +$8.36K 0.14% 85
2025
Q2 		$761K Buy
5,315
+75
+1% +$10.6K 0.14% 83
2025
Q1 		$877K Sell
5,240
-404
-7% -$63.2K 0.18% 73
2024
Q4 		$818K Sell
5,644
-90
-2% -$13.8K 0.17% 81
2024
Q3 		$845K Buy
5,734
+22
+0.4% +$3.27K 0.18% 77
2024
Q2 		$894K Sell
5,712
-479
-8% -$76.4K 0.22% 73
2024
Q1 		$977K Buy
6,191
+648
+12% +$97.8K 0.25% 64
2023
Q4 		$827K Buy
5,543
+448
+9% +$67.8K 0.25% 66
2023
Q3 		$859K Sell
5,095
-42
-0.8% -$6.78K 0.31% 61
2023
Q2 		$808K Sell
5,137
-35
-0.7% -$5.61K 0.29% 64
2023
Q1 		$844K Buy
5,172
+371
+8% +$62.2K 0.31% 66
2022
Q4 		$862K Buy
4,801
+300
+7% +$52.4K 0.35% 55
2022
Q3 		$647K Buy
4,501
+32
+0.7% +$4.88K 0.28% 68
2022
Q2 		$647K Sell
4,469
-40
-0.9% -$6.61K 0.28% 66
2022
Q1 		$734K Sell
4,509
-481
-10% -$69K 0.45% 55
2021
Q4 		$586K Buy
4,990
+10
+0.2% +$1.14K 0.25% 82
2021
Q3 		$505K Sell
4,980
-339
-6% -$33.8K 0.24% 86
2021
Q2 		$557K Sell
5,319
-205
-4% -$21.6K 0.3% 77
2021
Q1 		$579K Buy
5,524
+143
+3% +$14K 0.47% 68
2020
Q4 		$454K Buy
5,381
+101
+2% +$8.18K 0.52% 70
2020
Q3 		$380K Buy
5,280
+71
+1% +$5.97K 0.56% 63
2020
Q2 		$465K Sell
5,209
-3
-0.1% -$269 0.7% 52
2020
Q1 		$378K Buy
5,212
+85
+2% +$8.4K 0.59% 57
2019
Q4 		$618K Buy
+5,127
New +$604K 0.74% 41

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PBMares Wealth Management's CVX Position: Q3 2025 in Review

PBMares Wealth Management increased its Chevron (CVX) stake by 1% in Q3 2025, buying an estimated $8.36K and bringing the position to 5,369 shares worth $834K. The position accounts for 0.14% of the portfolio, ranked #85.

PBMares Wealth Management first reported a position in CVX in Q4 2019 and has held it in 24 quarters since. The position peaked at $977K in Q1 2024. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • PBMares Wealth Management held 5,369 shares of Chevron worth $834K as of Q3 2025.
  • PBMares Wealth Management bought 54 Chevron shares in Q3 2025, an estimated $8.36K.
  • Chevron made up 0.14% of PBMares Wealth Management's portfolio in Q3 2025, its #85 holding.
  • PBMares Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Chevron position peaked at $977K in Q1 2024.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.