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Seven Springs Wealth Group’s Chevron CVX Stock Holding History

Seven Springs Wealth Group’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
-1,196
Closed -$200K – 85
2025
Q1 		$200K Buy
+1,196
New +$187K 0.07% 81
2021
Q2 		– Sell
-100
Closed -$10K – 93
2021
Q1 		$10K Sell
100
-8
-7% -$781 ﹤0.01% 124
2020
Q4 		$9K Buy
108
+8
+8% +$648 ﹤0.01% 119
2020
Q3 		$7K Hold
100
– – ﹤0.01% 119
2020
Q2 		$9K Hold
100
– – 0.01% 118
2020
Q1 		$7K Sell
100
-107
-52% -$10.6K ﹤0.01% 123
2019
Q4 		$25K Buy
+207
New +$24.4K 0.02% 121

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

Seven Springs Wealth Group's CVX Position: Q2 2025 in Review

Seven Springs Wealth Group sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,196 shares — an estimated $200K sold.

Seven Springs Wealth Group first reported a position in CVX in Q4 2019 and held it in 7 quarters. The position peaked at $200K in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Seven Springs Wealth Group reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Seven Springs Wealth Group sold 1,196 Chevron shares in Q2 2025, an estimated $200K.
  • Seven Springs Wealth Group first reported a position in Chevron in Q4 2019 and held it in 7 quarters.
  • Seven Springs Wealth Group's Chevron position peaked at $200K in Q1 2025.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Seven Springs Wealth Group's 13F filing for Q2 2025, filed 13 Aug 2025.