Principia Wealth Advisory’s Chevron CVX Stock Holding History

Principia Wealth Advisory’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	$14.3K	Buy	94 +5	+6%	+$762	0.01%	172
2025 Q3	$13.8K	Buy	89 +35	+65%	+$5.42K	0.01%	179
2025 Q2	$7.73K	Sell	54 -1	-2%	-$141	0.01%	193
2025 Q1	$8.03K	Buy	55 +13	+31%	+$2.04K	0.01%	143
2024 Q4	$6.08K	Buy	+42	New	+$6.43K	0.01%	140

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Principia Wealth Advisory's CVX Position: Q4 2025 in Review

Principia Wealth Advisory increased its Chevron (CVX) stake by 5.6% in Q4 2025, buying an estimated $762 and bringing the position to 94 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #172.

Principia Wealth Advisory first reported a position in CVX in Q4 2024 and has held it in 5 quarters since. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

Principia Wealth Advisory held 94 shares of Chevron worth $14.3K as of Q4 2025.
Principia Wealth Advisory bought 5 Chevron shares in Q4 2025, an estimated $762.
Chevron made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #172 holding.
Principia Wealth Advisory first reported a position in Chevron in Q4 2024 and has held it in 5 quarters since.
3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.