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PFG Private Wealth Management’s Chevron CVX Stock Holding History

PFG Private 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 		– Sell
-86
Closed -$14.4K – 99
2025
Q1 		$14.4K Buy
86
+70
+438% +$11K 0.01% 124
2024
Q4 		$2.32K Hold
16
– – ﹤0.01% 192
2024
Q3 		$2.36K Sell
16
-55
-77% -$8.19K ﹤0.01% 198
2024
Q2 		$11.1K Buy
71
+55
+344% +$8.77K 0.01% 136
2024
Q1 		$2.52K Hold
16
– – ﹤0.01% 184
2023
Q4 		$2.39K Sell
16
-17
-52% -$2.57K ﹤0.01% 193
2023
Q3 		$5.56K Sell
33
-95
-74% -$15.3K ﹤0.01% 217
2023
Q2 		$20.1K Buy
128
+55
+75% +$8.82K 0.01% 178
2023
Q1 		$11.9K Buy
73
+17
+30% +$2.85K 0.01% 193
2022
Q4 		$10K Buy
56
+27
+93% +$4.71K 0.01% 188
2022
Q3 		$4K Buy
29
+15
+107% +$2.29K ﹤0.01% 222
2022
Q2 		$2K Buy
14
+13
+1,300% +$2.15K ﹤0.01% 280
2022
Q1 		$0 Sell
1
-2
-67% -$287 ﹤0.01% 309
2021
Q4 		$0 Buy
+3
New +$341 ﹤0.01% 317

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

PFG Private Wealth Management's CVX Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 86 shares — an estimated $14.4K sold.

PFG Private Wealth Management first reported a position in CVX in Q4 2021 and held it in 14 quarters. The position peaked at $20.1K in Q2 2023. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 86 Chevron shares in Q2 2025, an estimated $14.4K.
  • PFG Private Wealth Management first reported a position in Chevron in Q4 2021 and held it in 14 quarters.
  • PFG Private Wealth Management's Chevron position peaked at $20.1K in Q2 2023.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.