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Spectrum Wealth Counsel’s Chevron CVX Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$114K Sell
680
-4
-0.6% -$626 0.01% 148
2024
Q4 		$99.1K Buy
684
+20
+3% +$3.06K 0.01% 152
2024
Q3 		$97.8K Sell
664
-1,224
-65% -$182K 0.01% 149
2024
Q2 		$295K Sell
1,888
-64
-3% -$10.2K 0.04% 109
2024
Q1 		$308K Buy
1,952
+286
+17% +$43.2K 0.04% 123
2023
Q4 		$249K Buy
+1,666
New +$252K 0.03% 124

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spectrum Wealth Counsel's CVX Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Chevron (CVX) stake by 0.58% in Q1 2025, selling an estimated $626 and leaving 680 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #148.

Spectrum Wealth Counsel first reported a position in CVX in Q4 2023 and has held it in 6 quarters since. The position peaked at $308K in Q1 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Spectrum Wealth Counsel held 680 shares of Chevron worth $114K as of Q1 2025.
  • Spectrum Wealth Counsel sold 4 Chevron shares in Q1 2025, an estimated $626.
  • Chevron made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #148 holding.
  • Spectrum Wealth Counsel first reported a position in Chevron in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Chevron position peaked at $308K in Q1 2024.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.